Wave Wealth Planning, LLC

RIAState Registered

Total AUM

$15.9M

Discretionary

$15.9M

100% of AUM

Avg account

$80.7K

Accounts

197

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 312185
Website: www.wavewealthplanning.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.99%
HNWI42.39%
Charitable Organizations0.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wave Wealth Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves primarily individual and family clients, offering financial planning and discretionary portfolio management for both individuals/small businesses and for businesses or institutions. Its billing mixes asset-based fees with hourly and fixed-fee engagements. Wave Wealth is state-registered in California and Tennessee and does not present itself as an ESG-focused adviser.