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Clear Wave Wealth Management, LLC

Clear Wave Wealth Management, LLC. CRD 338582

C

CRD: 338582

Clear Wave Wealth Management, LLC

RED Bank, NJ, 07701
8622009438
www.clearwavewealthmanagement.com
$617.0M Total AUM
$524.5M Disc. AUM
-- 3Y CAGR
3 Employees
142 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
BeaconEagle +more
Established Date
08-01-2025
Office Locations
1

Office Locations

331 Newman Springs Road Building 3, 2ND Floor Suite 320 RED Bank NJ

About Clear Wave Wealth Management, LLC

Clear Wave Wealth Management is an independent private wealth management firm providing personalized financial planning and portfolio management, including retirement modeling (Monte Carlo), proactive tax planning, insurance reviews, and life/legacy estate guidance. Portfolios are built as disciplined, diversified allocations across equities, fixed income, and alternatives with an emphasis on tax efficiency, risk management, and ongoing adjustments. Uses Fidelity/NFS custody with regular reporting for transparency.

Team overview

44 AVG AGE
$308.5M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
0.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Unison Focus wave

Client Personas

Peak crest

Custodian

Optima harbor Radial Crest summit Summit insight Matrix Momentum fusion

Investment Themes

Ember Fusion timber Pioneer

Investment Vehicles

Value Wave Prime

Services

Optima ember Prime Peak Capital vital Focus legacy Peak vector Oak vital

Technology

Fusion timber Delta matrix Zenith signal

Owner & Executives

J

JOSEPH MICHAEL GALLO

Managing Partner

CRD
#5154254
Ownership
50% but less than 75%
(904) 228-6682
insight.capital@focuscapital.com
in linkedin.com/in/optima-summit
M

MATTHEW FRANK WILK

Managing Partner

CRD
#5011737
Ownership
50% but less than 75%
(674) 841-4800
frontier.quantum@unisoncapital.com
in linkedin.com/in/ridge-crest
C

Crest foundation

Momentum focus

CRD
#40229
Ownership
44.2%
(941) 586-3411
crest.zenith@foundationcapital.com
in linkedin.com/in/value-timber

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-22-2026
Category Assets AVG. Account size
Discretionary $524,450,000 $675,838
Non-Discretionary $92,550,000 $675,547
Total $617,000,000 $675,794

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Separately Managed Accounts

Total SMA Asset: $617,000,000

$617.0M Total SMA
Equity - Exchange:
13.9%
Cash:
19.1%
U.S. Government/Agency:
24.6%
Corporate - Investment Grade:
23.6%
Municipal Bonds:
9.4%
Derivatives:
9.4%
Asset class Assets Assets %
Equity - Exchange $1,073,328,634 13.9%
Cash $1,474,861,648 19.1%
U.S. Government/Agency $1,899,560,028 24.6%
Corporate - Investment Grade $1,822,342,141 23.6%
Municipal Bonds $725,848,141 9.4%
Derivatives $725,848,141 9.4%
Total $7,721,788,733 100.0%

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