Waverley Wealth Management LLC

Waverley Wealth Management LLC (CRD# 156023) is a financial advisory firm headquartered in Mountain View, CA. They manage $40,600,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $563,889
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
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
Showing 1 - 2 of 2 top financial advisors.
1
Martin Bicker
CRD#: 5597861
2570 W. El Camino Real, Suite 200, Mountain View, CA 94040
93
Wealthminder
score

Martin Bicker (CRD# 5597861) 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.

2
Donna R. Williams
CRD#: 6514951
2570 W. El Camino Real, Suite 200, Mountain View, CA 94040
87
Wealthminder
score

Donna Williams (CRD# 6514951) is an Investment Advisor Representative working at Waverley Wealth Management LLC in Mountain View, CA and has 1 year of experience in the finance industry.

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