TRUE WAVE WEALTH PLANNERS

Overview

True Wave Wealth Planners is an independent, SEC‑registered registered investment adviser formed in 2018 that positions itself as a capital allocator for both individual/family and institutional clients. The firm’s advisory menu centers on financial planning and portfolio management for individuals and small businesses, and it also provides pension consulting services and the selection of outside advisers when needed. Fee arrangements are flexible—percentage of AUM, hourly, fixed fees and other structures—which indicates they work with a range of client needs from ongoing wealth management to project‑based advice. On the investment side, True Wave shows a clear tilt toward pooled public vehicles. The firm reports a heavy use of mutual funds and other public funds as its primary implementation tools. It does not identify itself as an active ESG investor and does not list broad multi‑state adviser activity on its filing, suggesting a relatively concentrated geographic or regulatory footprint. As a capital allocator, the firm can and does place client capital with external managers, although named third‑party alternative managers are not listed on the firm’s disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices