True Wave Financial Planners

RIASEC RegisteredEst. 2018

Total AUM

$456M

Discretionary

$425M

93% of AUM

Avg account

$316K

Accounts

1,444

Employees

Advisory reps

Firm details

Headquarters: Sacramento, California
CRD number: 130163
Registered since: April 2, 2018
Website: truewavewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI63.9%
Individuals24.2%
Pension & Profit Sharing Plans8.81%
Corporations / Businesses2.38%
Charitable Organizations0.69%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

True Wave Financial Planners is an independent, SEC‑registered advisory corporation that began registration in 2018. The firm is individually owned and positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Compensation methods reported on the ADV include percentage of assets under management, hourly fees, fixed fees and other fee arrangements. The firm does not identify as an active ESG investor and is not documented as a multi‑state adviser.