WAVE WEALTH MANAGEMENT, LLC
other names
- WAVE WEALTH MANAGEMENT, LLC
Adviser Profile
| As of Date | 02/23/2026 |
| ADV Location | FRISCO, TX, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 100% |
| Registration | SEC, Approved, 10/16/2024 |
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| Former registrations | |
| AUM* | 134,180,983 24% |
| of that, discretionary | 134,180,983 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 300,181 9% |
| % High Net Worth | 92.54% 93% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (97 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds