Waverley Wealth Management LLC
Waverley Wealth Management LLC (CRD# 156023) is a financial advisory firm headquartered in Mountain View, CA. They manage $56,770,000 in 215 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management57MILLION
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Total Number of Accounts215ACCOUNTS
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Average Account Value$264,047
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 9 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 2 years of experience in the finance industry.
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