Wave Wealth Management, LLC
Wave Wealth Management, LLC (CRD# 285079) is a financial advisory firm headquartered in Frisco, TX. They manage $97,734,708 in 371 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management98MILLION
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Total Number of Accounts371ACCOUNTS
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Average Account Value$263,436
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Wave Wealth Management, LLC
1
Benjamin Jones (CRD# 5091560) is an Investment Advisor Representative working at Wave Wealth Management, LLC in Frisco, TX and has over 16 years of experience in the finance industry.
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