Wade Slome
Sidoxia Capital Management · Newport Beach, California
Wade Slome is a fee-only financial advisor at Sidoxia Capital Management in Newport Beach, California, who holds the CFP and CFA credentials. Sidoxia Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Wade →
Facts
| Firm | Sidoxia Capital Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $149.0M across 269 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2570384 |
| Exams passed | Series 63 (1995) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sidoxia.com |
| Profile |
How Wade's firm compares
- Sidoxia Capital Management's average account is about $554,000, from its Form ADV (assets managed divided by 269 accounts).
Request an introduction to Wade
Tell Wade a little about what you're looking for. Wade isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Wade
Is Wade Slome a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wade holds no broker registration, and Sidoxia Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wade charge for financial advice?
Wade's firm, Sidoxia Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wade Slome based?
Wade Slome is based in Newport Beach, California.
What credentials does Wade Slome hold?
Wade Slome holds the CFP and CFA credentials.
Is Wade Slome registered with the SEC?
Yes. Wade Slome is registered as an investment adviser representative in CA and TX (CRD 2570384), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sidoxia Capital Management manage?
Sidoxia Capital Management reports $149.0M across 269 accounts in assets under management.
How do I contact Wade Slome?
Through Wade's website, www.sidoxia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.