|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Waverley Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 156023 |
| SEC # | 801-123471 |
| CIK # | |
| AUM | $147.1 M (2025-01-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-559-9700 |
| Address | 2570 W El Camino Real Mountain View, CA 94040 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 8.9 |
| (b) Individuals (high net worth individuals) | 70 | 138.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 359 | 147.1 |
| By Discretionary | ||
| Discretionary | 359 | 147.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 359 | 147.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.1 | |
| Total | 359 | 147.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Appalachian Capital Management Ltd
✚
|
OH | 0.1 |
|
Quint Capital Corporation
✚
|
NY | 0.1 |
|
EDMP Inc
✚
|
FL | 0.1 |
|
Benchmark Capital Group Ltd
✚
|
IL | 0.1 |
|
AXOS Invest Inc
✚
|
NV | 0.1 |
|
Fifth SET Private Wealth Management LLC
✚
|
0.1 | |
|
Ocean Park Asset Management Inc
✚
|
CA | 0.1 |
|
Capital Achievements LLC
✚
|
0.1 | |
|
Kensington Financial Group Inc
✚
|
NC | 0.1 |
|
Forty Three Eighteen Advisors LLC
✚
|
AR | 0.1 |