Mark Charles Wade
Investment adviser representative at Caz Investments L.P.
10 yearsExperience
1 stateRegistered in
$10.8BFirm assets
25 yearsFirm in business
Are you Mark Charles Wade? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Caz Investments L.P.Jul 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Caz Investments L.P.
$10.8BAssets managed
103Clients
26Advisers
25 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
- 6674971
- Firm CRD
- 113931