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WAVE WEALTH MANAGEMENT, LLC
CRD 285079 · SEC 801-131305
7000 PARKWOOD BLVD., SUITE G300, FRISCO, TX, 75034, United States
Phone
(972) 954-4100
Fax
(972) 954-4106
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.2M
Discretionary AUM
$134.2M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $132.1M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD