True Wave Wealth 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 Wealth Planners is an independent, privately owned registered investment adviser formed as a corporation and SEC‑registered in 2018. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that can place assets with outside managers. Its client-facing fee options include assets‑under‑management fees alongside hourly and fixed fee arrangements. Advisory services cited in filings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify itself as an active ESG investor and is not listed as a multi‑state adviser.