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| Keyboard |
| Wave Wealth Management LLC
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|---|---|
| CRD # | 285079 |
| SEC # | 801-131305 |
| CIK # | |
| AUM | 134.2 M (2026-02-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 972-954-4100 |
| Address | 7000 Parkwood Blvd Frisco, TX 75034 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 2.1 |
| (b) Individuals (high net worth individuals) | 62 | 132.1 |
| (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 | 447 | 134.2 |
| By Discretionary | ||
| Discretionary | 447 | 134.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 447 | 134.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.2 | |
| Total | 447 | 134.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Independent Financial Advisors Inc
✚
|
AR | 134.5 M |
|
Epic Advisory Services Corp
✚
|
FL | 134.3 M |
|
S & D Financial LLC
✚
|
TX | 134.2 M |
|
Murray Financial Services Inc
✚
|
CA | 134.0 M |
|
Hudson Oak Wealth Advisory LLC
✚
|
NJ | 133.9 M |
|
GW Financial Inc
✚
|
NV | 133.8 M |
|
Panorama Wealth Advisors
✚
|
CO | 133.7 M |
|
Anderson Griggs & Company Inc
✚
|
SC | 133.6 M |
|
LaSalle Investment Advisors Inc
✚
|
WI | 133.6 M |
|
Garhwal Chan & Williams Inc
✚
|
CA | 133.6 M |