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| Clear Wave Wealth Management LLC
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|---|---|
| CRD # | 338582 |
| SEC # | 801-134561 |
| CIK # | 0002113615 |
| AUM | 617.0 M (2026-01-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 862-200-9438 |
| Address | 331 Newman Springs Road Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.0 | ||
| iShares Comex Gold Trust | 10.9 | ||
| Microsoft Corp | 8.2 | ||
| Apple Inc | 8.1 | ||
| Amazon Com Inc | 6.2 | ||
| Facebook Inc | 5.4 | ||
| Broadcom Inc | 4.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 12.3 |
| (b) Individuals (high net worth individuals) | 113 | 604.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 913 | 617.0 |
| By Discretionary | ||
| Discretionary | 776 | 524.5 |
| Non-Discretionary | 137 | 92.5 |
| Total | 913 | 617.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 615.5 | |
| Total | 913 | 617.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002113615] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sovereign Wealth Advisors LLC
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TX | 625.1 M |
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NY | 616.5 M |
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CA | 616.3 M |
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FL | 614.5 M |
|
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|
Wise Planning Inc
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610.3 M |