Wave Wealth Management, LLC
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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
Expertise
Fee options
Financial planning services up to $10,000 annually
$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
7000 Parkwood Blvd., Suite G300
Frisco TX 75034
Advisors at this office
2
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
Benjamin J
CFP®, Series 66
Frisco, TX
Wave Wealth Management, LLC
Benjamin Jones is a CFP® with 18 years of industry experience, currently serving as an advisor at Wave Wealth Management, LLC in Frisco, TX. He has been with Wave Wealth Management since 2016 and began working with WRM Strategies in 2025. He is also a licensed insurance agent and owns WRM Strategies LLC, a passthrough entity for insurance commissions. Wave Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis, supplemented by technical and cyclical methods, and offers additional services such as tax preparation, bookkeeping, and securities-backed lending.
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