Waverley Wealth Management LLC
Waverley Wealth Management LLC (CRD# 156023) is a financial advisory firm headquartered in Mountain View, CA. They manage $121,761,745 in 339 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management122MILLION
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Total Number of Accounts339ACCOUNTS
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Average Account Value$359,179
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Waverley Wealth Management LLC
1
Martin Bicker (CRD# 5597861) is an Investment Advisor Representative working at Waverley Wealth Management LLC in Mountain View, CA and has over 15 years of experience in the finance industry.
2
Donna Williams (CRD# 6514951) is an Investment Advisor Representative working at Waverley Wealth Management LLC in Mountain View, CA and has over 8 years of experience in the finance industry.
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