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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-08-2024
- Office Locations
- 2
Office Locations
About Martino Capital, LLC
Wave 8 Wealth Management is a Colorado-based registered investment adviser providing fee-only fiduciary financial planning and direct, in-house portfolio management for high-net-worth, accredited and other qualified investors. The firm manages customized, research-driven portfolios and retirement accounts, and offers a market-neutral pairs strategy hedge fund. Clients work directly with the portfolio managers, supported by the firm’s proprietary SWELL AI research tool.
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Accredited Investors
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Thomas Gerard Martino
President, PRINCIPAL
- CRD
- #7649709
- Ownership
- 75% or more
PATRICK STEPHENSON JOLLIFFE
COMPLIANCE OFFICER
- CRD
- #2531902
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,332,018 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,332,018 | -- |
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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 |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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