WAVE & BREAKOUT L.L.C.

Overview

Wave & Breakout L.L.C. is a small, individual-owned advisory firm organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm bills on a percentage-of-assets basis and targets individual and family clients. Its filings show a clear tilt toward listed equities as the primary allocation preference. Wave & Breakout is not positioned as an ESG-focused manager, does not present as a multi-state adviser, and does not operate as a capital allocator or pension consultant. Trading and custody are run through Interactive Brokers, which aligns with a hands-on equity trading model rather than a model centered on extensive third-party manager relationships. The firm’s classification is listed as unclassified, and it reports managing only discretionary assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices