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WAVE EQUITY PARTNERS

BOSTON, MA · CRD 170642 · IAPD ↗ · 617-350-9808

$563.8MRegulatory AUM
4Advisory reps
9Employees
0Clients
n/aPlanning clients
17Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
May 2025 — WAVE EQUITY PARTNERS crossed $500M in regulatory AUM ($498.6M -> $516.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2024 — WAVE EQUITY PARTNERS reported RAUM up 28% ($374.0M -> $480.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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