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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-06-2016
- Office Locations
- 1
Office Locations
About Wave Wealth Management, LLC
Wave Wealth Management is an independent wealth management firm founded in 2016, offering creative financial planning and investment management as an alternative to traditional models, with a stated focus on clients’ best interests and no proprietary products. Public filings indicate a retail and institutional practice with portfolios heavily utilizing ETFs and public funds, and Schwab as a key custodian.
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Owner & Executives
BENJAMIN ARNOTT JONES
Chief Compliance Officer, FOUNDER, Investment Advisor Representative, President
- CRD
- #5091560
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew Davis Madison
Associate Wealth Manager
- CRD
- #7564492
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,180,983 | $300,181 |
| Non-Discretionary | $0 | -- |
| Total | $134,180,983 | $300,181 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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