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- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-2021
- Office Locations
- 1
Office Locations
About Wave Wealth Planning, LLC
Wave Wealth Planning is an independent, fee-only RIA providing fiduciary financial planning and investment management for clients nationwide from Nashville. It delivers a “personal CFO” service model (cash flow, student loans/debt, benefits, equity compensation, tax and estate coordination) alongside focused, long-term growth + value investing using low-cost ETFs and fundamental stock analysis, with on-demand CFP access and client dashboards; custody via Altruist.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
James Blake Bowman
Chief Compliance Officer, Founder
- CRD
- #6488916
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,903,397 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,903,397 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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