Patrick Minihan Wade
Investment adviser representative at Chicago Partners Investment Group LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$7.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Chicago Partners Investment Group LLCApr 2019 to now
- Wintrust Financial Corp.Jul 2017 to Apr 2019
- Marquette UniversityAug 2013 to May 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Chicago Partners Investment Group LLC
$7.5BAssets managed
2,764Clients
57Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6637490
- Firm CRD
- 147662