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WAVVEST WEALTH
WAVVEST WEALTH LLC
CRD 332096 · SEC 801-130721
24 EAST WASHINGTON ST., SUITE 875, CHICAGO, IL, 60602, United States
Phone
630-699-8602
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$268.5M
Discretionary AUM
$268.5M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $3.2M |
| High net worth individuals | 27 | $263.1M |
| Charitable organizations | 1 | $2.1M |
States served
CA, IL, OH
All web addresses on file
Official SEC filing: View on IAPD