Wave Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$134,180,983
Total clients
62
100% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$2,164,209
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 location
Wave Wealth Management, LLC
7000 Parkwood Blvd., Suite G300
Frisco TX 75034, United States
Number of offices
1
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.
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