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 organized as a limited liability company and is registered with the SEC; the registration year on record is 2003. The firm's regulatory classification is listed as an Investment Bank and the ownership is indicated as individual ownership. The FINTRX record flags the firm as not acting as a capital allocator and notes it is not designated as an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not identified as a related adviser. There is no additional public detail in the provided record about the firm's client segments, advisory services, fee schedule, or typical transaction types. That lack of descriptive activity in the profile suggests limited publicly reported retail advisory operations or that the firm’s primary activity may sit outside the typical RIA asset-management model.

Assets & Accounts

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
  • Rosemarie Maljanian

    Senior AdvisorCRD 7860390

  • Jeffrey Karan

    Jeffrey Karan

    Managing PartnerCRD 1358332

  • John Selig

    John Selig

    Managing PartnerCRD 6101436

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth