Wave Wealth Management, LLC

Updated today

Find your advisor

Client assets under management

$134,180,693

Clients

100% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,164,205

About

Wave Wealth Management serves individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm implements portfolios through a mix of customized solutions and model portfolios and may use independent managers and third‑party platforms to manage held‑away assets.

The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, while also incorporating technical and cyclical methods and occasional short‑term trading for rebalancing or cash needs. Wave Wealth monitors portfolios regularly and explicitly offers securities‑backed lending/non‑purpose lines of credit as part of its services, with disclosure of the conflicts that can arise when collateralized assets remain under advisory.

Wave Wealth’s brochure discloses several features that are less common among peers: it offers tax preparation and bookkeeping services in addition to advisory work, has institutional relationships with custodians such as Schwab and Altruist, and acknowledges it may compensate third‑party “Promoters” for client referrals. The firm also recently added securities‑backed lending/lines of credit to its service offering and describes the associated risks and operational arrangements with custodians.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy General retirement planning

Fee options

Fixed

Financial planning services up to $10,000 annually

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%

Main office location

Wave Wealth Management, LLC

7000 Parkwood Blvd., Suite G300

Frisco TX 75034, United States

Number of offices

Most active in

Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (972) 954-4100

Advisors at this firm

Matthew M

Series 66

Frisco, TX

Wave Wealth Management, LLC

Matthew Madison is a financial advisor at Wave Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC and NYLIFE Securities LLC. Outside of advising, he is a licensed insurance agent. Wave Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $116.6 million for about 64 clients, offering customized portfolios primarily composed of low-cost mutual funds and ETFs, along with retirement plan advisory, insurance implementation, and tax preparation services.

Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy General retirement planning

Benjamin J

CFP®, Series 66

Frisco, TX

Wave Wealth Management, LLC

Benjamin Jones is a CFP® with 18 years of industry experience currently affiliated with Wave Wealth Management, LLC in Frisco, TX. He has worked at Wave Wealth since 2016 and previously at Ameriprise Financial Services. Jones is also the owner of WRM Strategies LLC, a pass-through entity related to his licensed insurance agent activities. Wave Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $116.6 million across about 64 clients, offering customized portfolios that utilize low-cost mutual funds, ETFs, and other securities alongside additional services such as retirement plan advisory, insurance implementation, tax preparation, and bookkeeping.

Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy General retirement planning

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support