WAVE WEALTH MANAGEMENT, LLC

Overview

Wave Wealth Management, LLC is an independent registered investment adviser that operates as a capital allocator focused on individual and family clients. The firm combines financial planning and discretionary portfolio management with adviser selection and pension consulting services. Fee arrangements include a percentage-of-AUM component and fixed fees. The business lists accounting among its activities, which suggests a client service model that blends planning and tax-aware portfolio oversight. Investment behavior shows a clear equity preference: exchange-traded equities are the dominant holding class within managed accounts. The firm uses third-party managers for alternative exposure and supplements equity and fixed-income allocations with mutual funds and annuities where appropriate. Wave Wealth is not positioned as an ESG investor and currently reports concentrating its custodial relationships with Charles Schwab & Co., Inc.

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Location & Offices