Wave Digital Assets LLC

Wave Digital Assets LLC (CRD# 305726) is a financial advisory firm headquartered in Los Angeles, CA. They manage $335,844,190 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12400 Wilshire Boulevard, Los Angeles, CA 90025
https://www.youtube.com/channel/ucl6tfm_ql4wg42g9h04uqhg/videos
By the Numbers
  • Total Assets Under Management
    336
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $10,833,684
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wave Digital Assets LLC
Showing 1 - 8 of 8 top financial advisors.
1
David Siemer, financial advisor Los Angeles CA
David A. Siemer
CRD#: 5023434
12400 Wilshire Boulevard, Los Angeles, CA 90025

David Siemer (CRD# 5023434) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

2
Benjamin Tsai, financial advisor Los Angeles CA
Benjamin Tsai
CRD#: 6915217
12400 Wilshire Boulevard, Los Angeles, CA 90025

Benjamin Tsai (CRD# 6915217) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

3
Samuel Eisner, financial advisor Los Angeles CA
Samuel A. Eisner
CRD#: 7288977
12400 Wilshire Boulevard, Los Angeles, CA 90025

Samuel Eisner (CRD# 7288977) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.

4
Zhujie Lu, financial advisor Los Angeles CA
Zhujie Lu
CRD#: 7193668
12400 Wilshire Boulevard, Los Angeles, CA 90025

Zhujie Lu (CRD# 7193668) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.

5
Heidi Pease, financial advisor Los Angeles CA
Heidi A. Pease
CRD#: 7378159
12400 Wilshire Boulevard, Los Angeles, CA 90025

Heidi Pease (CRD# 7378159) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

6
Marcus Peters, financial advisor Los Angeles CA
Marcus A. Peters
CRD#: 6578011
12400 Wilshire Boulevard, Los Angeles, CA 90025

Marcus Peters (CRD# 6578011) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

7
Umed Saidov, financial advisor Los Angeles CA
Umed Saidov
CRD#: 6713970
12400 Wilshire Boulevard, Los Angeles, CA 90025

Umed Saidov (CRD# 6713970) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

8
Nauman Sheikh, financial advisor Los Angeles CA
Nauman L. Sheikh
CRD#: 3119479
12400 Wilshire Boulevard, Los Angeles, CA 90025

Nauman Sheikh (CRD# 3119479) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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