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CLEAR WAVE WEALTH MANAGEMENT, LLC
CRD 338582 · SEC 801-134561
331 NEWMAN SPRINGS ROAD, BUILDING 3, 2ND FLOOR SUITE 320, RED BANK, NJ, 07701, United States
Phone
862-200-9438
Fax
866-745-9405
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$617.0M
Discretionary AUM
$524.5M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $12.3M |
| High net worth individuals | 113 | $604.7M |
States served
CA, MA, NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD