Private Market View

Wade Financial Group

Family office · Minneapolis, Minnesota

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Portfolio companies
Recorded deals
Last investment

Key facts

  • Wade Financial Group is a family office based in Minneapolis, Minnesota.

About Wade Financial Group

Wade Financial Group (WFG) was a multi-family office based in Minneapolis, Minnesota. Established in 1994, the firm provided estate planning services, asset allocation, consulting, and tax investing services. It primarily offered investment services to individuals, including high-net-worth individuals. It was sold to Berger Financial Group in January of 2016. This firm is no longer in operation and is not actively tracked by PitchBook.

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Portfolio

Portfolio — not yet on record

No portfolio companies for Wade Financial Group are on record yet. Positions surface from round participations, filings, and coverage.

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