Waveedge Partners LLC
Firm details
- Headquarters
- Woodside, California
- CRD number
- 126182
- Registered since
- October 15, 2003
- Website
- www.waveedgecap.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Laura Lang
Principal and Chief Financial OfficerCRD 2249418
Contacts
3 of 4
Jeffrey Karan
Managing PartnerCRD 1358332
Mohammadreza Helali
Registered RepresentativeCRD 5580243

John Selig
Managing PartnerCRD 6101436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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