Clear Wave Wealth Management, LLC

RIASEC RegisteredEst. 2025

Total AUM

$617M

Discretionary

$524M

85% of AUM

Avg account

$676K

Accounts

913

Employees

Advisory reps

Firm details

Headquarters: Red Bank, New Jersey
CRD number: 338582
Registered since: November 13, 2025
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI98.01%
Individuals1.99%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clear Wave Wealth Management, LLC operates as an independent RIA focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, helps select external advisers, and runs educational seminars and workshops. It also acts as an insurance broker and maintains accounting capabilities as part of its service mix. Fee arrangements include both a percentage-of-AUM model and fixed fees. The firm is a capital allocator that sources third-party managers for certain exposures and is not an active ESG investor. Clear Wave registered with the SEC in 2025 and is organized as a limited liability company with individual ownership. Its business model blends advisory services with insurance and accounting activities, positioning it to deliver integrated wealth planning alongside outsourced manager selection when appropriate.