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CLEAR WAVE WEALTH MANAGEMENT, LLC

RED BANK, NJ · CRD 338582 · IAPD ↗ · clearwavewealthmanagement.com · 862-200-9438

$617.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — CLEAR WAVE WEALTH MANAGEMENT, LLC notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
February 2026 — CLEAR WAVE WEALTH MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
February 2026 — CLEAR WAVE WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — CLEAR WAVE WEALTH MANAGEMENT, LLC (RED BANK, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.