A complete list of active advisors currently associated with Wavvest Wealth

Warmer can help you find a great advisor at Wavvest Wealth or one who fits your needs even better.

Wavvest serves individual clients both directly and through sub-advisory arrangements with other registered investment advisers, and it also provides investment management for employer-sponsored retirement plans administered on third-party recordkeeping platforms. The firm offers discretionary portfolio management, financial planning, and implementation of model portfolios for Direct Clients and Third-Party Advised Clients. Originally operating as an internet adviser via a technology-enabled platform, Wavvest uses proprietary tools to support risk profiling, portfolio construction, and ongoing account monitoring to align client information with its model strategies. Portfolios are constructed across ETFs, mutual funds, individual equities, fixed-income securities, and—when appropriate—limited alternative or private investments, with oversight provided by an Executive Investment Committee. Distinctive features include its uncommon origin as an internet adviser and a recent expansion into direct advisory services and ERISA Section 3(38) investment manager roles on third-party platforms (for example, Vestwell), as described in the brochure. The firm is affiliated with a technology subsidiary that offers estate-planning document tools, insurance and tax-preparation integrations—relationships disclosed in the brochure and identified as potential conflicts of interest—and reports roughly $340 million in discretionary assets under management.

To learn more about the advisors currently working at Wavvest Wealth, 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.