|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wave Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 285079 |
| SEC # | 801-131305 |
| CIK # | |
| AUM | $116.6 M (2025-05-19) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 972-954-4100 |
| Address | 7000 Parkwood Blvd Frisco, TX 75034 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 2.0 |
| (b) Individuals (high net worth individuals) | 53 | 114.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 116.6 |
| By Discretionary | ||
| Discretionary | 457 | 115.8 |
| Non-Discretionary | 1 | 0.8 |
| Total | 458 | 116.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.6 | |
| Total | 458 | 116.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vista CIMA Wealth Management LLC
✚
|
0.1 | |
|
S Capital Wealth Advisors LLC
✚
|
MN | 0.1 |
|
Acadia Legacy Group LLC
✚
|
IA | 0.1 |
|
Hobbs Wealth Management LLC
✚
|
IN | 0.1 |
|
Colton Wealth Management
✚
|
CA | 0.1 |
|
Teplitz Financial Group LLC
✚
|
NJ | 0.1 |
|
Shea Brian Michael
✚
|
0.1 | |
|
M & A Consulting Group LLC
✚
|
TX | 0.1 |
|
Williams and Schiller Wealth Management LLC
✚
|
ID | 0.1 |
|
McGuire Capital Advisors Inc
✚
|
OK | 0.1 |