WAVE Wealth Management, LLC
SEC RegisteredExceptional Wealth Management
About the firm
Wave Wealth was founded to provide clients with an alternative to traditional investment management. The firm implements creative financial planning strategies to maximize clients' goals, with a focus on keeping clients' best interests as the top priority and no proprietary products or corporate profits.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wave Wealth offers comprehensive financial planning, family office services, tax planning, investment management, retirement planning, and business planning.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WAVE Wealth Management, LLC 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 the SEC or FINRA websites before making any decision.
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