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WAVE WEALTH MANAGEMENT, LLC

FRISCO, TX · CRD 285079 · IAPD ↗ · wavewealth.com · (972) 954-4100

$134.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
November 2024 — WAVE WEALTH MANAGEMENT, LLC (FRISCO, TX) is newly SEC-registered with $108.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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