A complete list of active advisors currently associated with Wave Wealth Management, LLC

Warmer can help you find a great advisor at Wave Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wave Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.