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| Keyboard |
| Waverley Wealth Management LLC
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|---|---|
| CRD # | 156023 |
| SEC # | 801-123471 |
| CIK # | |
| AUM | 201.2 M (2026-01-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-559-9700 |
| Address | 2570 W El Camino Real Mountain View, CA 94040 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 19.1 |
| (b) Individuals (high net worth individuals) | 70 | 182.1 |
| (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 | 359 | 201.2 |
| By Discretionary | ||
| Discretionary | 359 | 201.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 359 | 201.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.2 | |
| Total | 359 | 201.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Portage Wealth Inc
✚
|
202.0 M | |
|
Blong Financial LLC
✚
|
TN | 202.0 M |
|
Great River Financial LLC
✚
|
MN | 201.9 M |
|
Maxele Advisors LLC
✚
|
MO | 201.6 M |
|
Kraematon Investment Advisors Inc
✚
|
MA | 201.5 M |
|
Sterling Manor Financial LLC
✚
|
NY | 201.0 M |
|
Blue Capital Inc
✚
|
NE | 200.8 M |
|
Calculated Wealth LLC
✚
|
WI | 200.8 M |
|
Farrell Financial LLC
✚
|
NY | 200.6 M |
|
Harvest Investment Advisors LLC
✚
|
200.3 M |