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| Keyboard |
| Wavvest Wealth LLC
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|---|---|
| CRD # | 332096 |
| SEC # | 801-130721 |
| CIK # | |
| AUM | 268.5 M (2026-05-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 630-699-8602 |
| Address | 24 East Washington St, Suite 875 Chicago, IL 60602 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 3.2 |
| (b) Individuals (high net worth individuals) | 27 | 263.1 |
| (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 | 1 | 2.1 |
| (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 | 245 | 268.5 |
| By Discretionary | ||
| Discretionary | 245 | 268.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 245 | 268.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.5 | |
| Total | 245 | 268.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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269.9 M | |
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Viewpoint Capital Management LLC
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|
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VA | 267.5 M |
|
Riverplace Capital Management Inc
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FL | 267.4 M |
|
Woodside Wealth Management LLC
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