Waveedge Partners LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Woodside, California
CRD number
126182
Registered since
October 15, 2003

Firm profile

FINTRX

Overview

Waveedge Partners LLC is an SEC-registered limited liability company formed in 2003 and classified in the source data as an investment bank. Ownership is listed as an individual owner. The firm is not identified as a capital allocator and is flagged as not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser in the FINTRX record. The dataset does not include descriptions of the firm's client segments, fee arrangements, or the specific advisory and business activities it conducts, so those operational details are not available for review.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Laura Lang

    Principal and Chief Financial OfficerCRD 2249418

Contacts

3 of 4
  • Jeffrey Karan

    Jeffrey Karan

    Managing PartnerCRD 1358332

  • Mohammadreza Helali

    Registered RepresentativeCRD 5580243

  • John Selig

    John Selig

    Managing PartnerCRD 6101436

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Woodside, CA

San Mateo

Location

Woodside, CA

Headquartered in Woodside, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
5 Ranch Rd
Time zone
PT (UTC-8)
Office locations

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