Advisor at Wave Wealth Management, LLC
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Firm
Wave Wealth Management, LLC
Location
Frisco, TX 75034
Credentials
Series 66
Industry experience
1 year
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.
Based on Wave Wealth Management, LLC
Based on Wave Wealth Management, LLC
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%
7000 Parkwood Blvd., Suite G300
Frisco, TX 75034
Texas
Wave Wealth Management, LLC
2025 - Present (1 year)
Ameriprise
2022 - 2025 (3 years)
NYLIFE Securities LLC
2022 - 2022 (1 year)
New York Life Insurance Company
2022 - 2022 (1 year)
Cy-Fair Highschool
2021 - 2022 (1 year)
Texas A&M University
2017 - 2022 (5 years)
Southwest Christian School
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Verified by Warmer
Series 63, Series 66
Frisco, TX
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Series 63, Series 65, Series 66
Frisco, TX
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