Wave Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,548,500
Clients
21
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$264,214
About
Wave Wealth is a small, state‑registered investment advisory firm led by Edgar Ochoa Benitez that provides fee‑based investment management, financial planning, and project‑based business and financial consulting (including virtual CFO services and portfolio checkups). The firm states it serves individuals, trusts, estates, charitable organizations, corporations and other business entities and charges advisory fees on a percentage‑of‑AUM basis as well as hourly and fixed fees for consulting and planning.
The firm describes a discretionary, tactical allocation approach intended to reduce risk and increase performance, using fundamental analysis to select and monitor holdings. Wave Wealth may employ a broad set of instruments — including exchange‑listed securities, mutual funds, options, U.S. government securities, commercial paper, CDs, and variable insurance products — and it may use cash positions or stock selections to adjust sector weightings or hedge market moves.
Compared with many peers, Wave Wealth’s profile combines advisory work with a close affiliation to an accounting/tax affiliate, Wave Tax & Financial Solutions — the CEO allocates substantial time (about 80 hours per month) to that business and the brochure discloses potential cross‑referrals and related conflicts of interest. The firm is small in scale (one listed advisor, a modest AUM and about 15 clients) and, unlike most supported firms, its client mix includes business development companies and a notable non‑U.S. client presence while not emphasizing high‑net‑worth individuals.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Cash flow / budgeting
General estate planning guidance
Fee options
Fixed fees for financial planning services up to $25,000 per plan, negotiated and contracted in advance.
Management fees range from 0.70% to 2.0% per annum depending on account type, complexity, and size; average fee approximately 1.0% per annum.
Hourly fee of $200 per hour for business and financial consulting or financial planning services; fees negotiated in advance.
Account minimum: No minimum account size required; however, a minimum annual investment management fee of $500 is required per client. Minimum fee: Minimum annual investment management fee of $500 per client Fee-only: The firm is fee-only and does not accept commissions or other compensation from securities or products.
Main office location
Wave Wealth
15310 Amberly Dr, #210
Tampa FL 33647, United States
Number of offices
1
Most active in
Wave Wealth has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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