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WAYVE CAPITAL MANAGEMENT, LLC

· CRD 332024 · IAPD ↗ · wayvecapital.com · 215-834-0615

$175.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — WAYVE CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($136.2M -> $175.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2024 — WAYVE CAPITAL MANAGEMENT, LLC (location n/a) is newly SEC-registered with $146.0M RAUM and 3 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.