$268.5M Total AUM
$268.5M Disc. AUM
-- 3Y CAGR
4 Employees
138 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2024
- Office Locations
- 1
Office Locations
24 E Washington ST Chicago IL
About Wavvest Wealth
Wavvest is an end-to-end wealth management operating system built for advisors and their clients, unifying planning, investing, estate, insurance, and tax workflows in one platform. Wavvest Planning adds an AI-powered planning co-pilot for real-time scenario modeling and flexible plans, helping advisors deliver advice more efficiently at scale.
Team overview
-- AVG AGE
$89.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
1 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SINON PADRAIC BENNETT
Chief Investment Officer
- CRD
- #7287602
- Ownership
- 50% but less than 75%
Available
Available
Available
Brendan King
Chief Compliance Officer
- CRD
- #7532417
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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JAMES MILTON THOMAS LANGER
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #4445676
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,451,319 | $1,095,720 |
| Non-Discretionary | $0 | -- |
| Total | $268,451,319 | $1,095,720 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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