CRD: 156023
Waverley Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2011
- Office Locations
- 2
Office Locations
About Waverley Wealth Management LLC
Waverley Wealth Management is a fee-for-service, fiduciary financial planning and wealth management firm founded by principal Martin Bicker (25+ years’ experience). The team builds custom, comprehensive plans and provides ongoing investment management with regular progress reviews for individuals and families, including entrepreneurs, using strategies that may include ETFs, index funds, and mutual funds. Custody is primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARTIN BICKER
Chief Compliance Officer, Managing Member, President
- CRD
- #5597861
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DONNA ROBIN WILLIAMS
Investment Advisor Representative
- CRD
- #6514951
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,152,058 | $560,312 |
| Non-Discretionary | $0 | -- |
| Total | $201,152,058 | $560,312 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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