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WAVERLEY WEALTH MANAGEMENT LLC

CRD 156023 · SEC 801-123471

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2570 W. EL CAMINO REAL, SUITE 680, MOUNTAIN VIEW, CA, 94040, United States

Phone

650-559-9700

Fax

650-559-1701

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$201.2M

Discretionary AUM

$201.2M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals44$19.1M
High net worth individuals70$182.1M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD