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WAVERLEY WEALTH MANAGEMENT LLC

MOUNTAIN VIEW, CA · CRD 156023 · IAPD ↗ · 650-559-9700

$201.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
February 2026 — WAVERLEY WEALTH MANAGEMENT LLC reported RAUM up 37% ($147.1M -> $201.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.