$456.5M Total AUM
$424.7M Disc. AUM
22.2% 3Y CAGR
6 Employees
956 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-20-2004
- Office Locations
- 1
Office Locations
1545 River Park Drive Suite 401 Sacramento CA
About True Wave Wealth Planners
True Wave Wealth Planners (LucasPlanners) is a Sacramento-based fiduciary wealth management team of CFP professionals providing investment management and comprehensive financial planning with a strong emphasis on year-round personal income tax strategy. They support clients across life stages pursuing financial independence, and also advise 401(k) plan sponsors on fiduciary oversight, fee transparency, and cost-effective plan design.
Team overview
52 AVG AGE
$152.2M AVG AUM / ADVISOR
$477.5K AVG AUM / CLIENT
12.3 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
M
MATTHEW MAGUIRE PAGE
Partner
- CRD
- #3166601
- Ownership
- 75% or more
Available
Available
Available
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T
TODD ROYCE HADLEY
Partner
- CRD
- #4107233
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Paola Montserrat Quintero Salazar
--
- CRD
- #7465154
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,702,050 | $361,449 |
| Non-Discretionary | $31,752,643 | $118,040 |
| Total | $456,454,693 | $316,104 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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