Wavvest Wealth

Overview

Wavvest Wealth is an independent registered investment adviser structured as a limited liability company and registered with the SEC in 2024. The firm serves both individuals and families as well as institutional clients, operating on a percentage-of-AUM fee model. Its primary advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser or pension consultant.

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Location & Offices