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Matthew Davis Madison

Investment Adviser Representative at WAVE Wealth Management, LLC

Frisco, TXCRD #7564492Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Davis Madison is an investment adviser representative with WAVE Wealth Management, LLC in Frisco, TX, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Office

7000 Parkwood Blvd., Suite G300
Frisco, TX 75034

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/15/2024
Series 7
General Securities Representative Examination
Passed 4/10/2024
SIE
Securities Industry Essentials Examination
Passed 5/7/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

WAVE Wealth Management, LLCCurrent
9/15/2025 – Frisco, TX
Ameriprise Financial Services, LLC
8/22/2024 – 8/26/2025Lewisville, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Southwest Christian School
    Aug 2015 – Jun 2017Fort Worth, TX
  2. Cy-Fair Highschool
    Aug 2021 – May 2022Cypress, TX
  3. Texas A&M University
    Jul 2017 – Jul 2022College Station, TX
  4. New York Life Insurance Company
    Jul 2022 – Aug 2022Irving, TX
  5. NYLIFE Securities LLC
    Aug 2022 – Aug 2022Irving, TX
  6. Ameriprise Financial Services, LLC
    Sep 2022 – Aug 2025Lewisville, TX
  7. Wave Wealth Management, LLC
    Sep 2025 – no end date reportedFrisco, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About WAVE Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wave Wealth offers comprehensive financial planning, family office services, tax planning, investment management, retirement planning, and business planning.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementFinancial PlanningFamily Office ServicesTax PlanningInvestment ManagementRetirement PlanningBusiness Planning

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Frisco, TX
SEC file number:
801-131305

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 23, 2026

View full firm profile

Other advisors at WAVE Wealth Management, LLC

1 other advisor in the directory

View WAVE Wealth Management, LLC firm profile

Similar advisors in Frisco, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Davis Madison has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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