WAVE WEALTH MANAGEMENT, LLC
other names
- WAVE WEALTH MANAGEMENT, LLC
Adviser Profile
| Registration status | Registration Changed to WAVE WEALTH MANAGEMENT, LLC |
| As of Date | 10/18/2024 |
| ADV Location | FRISCO, TX, United States |
| Adviser Type | |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| AUM* | 108,252,536 11% |
| of that, discretionary | 107,521,452 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 276,154 5% |
| % High Net Worth | 47.83% -27% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (97 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for 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