Wavvest Wealth

Wavvest delivers investment advisory services through an online platform and mobile application to Third-Party Advised Clients — individuals, trusts, and other legal entities that engage an independent advisor to use Wavvest’s sub-advisory services. The firm provides both discretionary and non-discretionary portfolio management spanning ETFs, mutual funds, individual stocks and bonds, and may include alternative investments through a partnership with CaliberX for clients who meet accreditation and suitability requirements.

Investment recommendations are generated from a proprietary risk‑profile questionnaire and algorithm that maps users into portfolios created and overseen by an Executive Investment Committee; clients and their chosen advisors can select or deviate from those recommendations, and the system flags inconsistencies with a client’s stated risk profile. Accounts are managed and monitored primarily via the online interface with periodic reviews triggered by new client information or changes to profile inputs, and the platform does not impose account minimums.

This firm’s internet‑only delivery model, with advisory services offered exclusively through its app and online interface, is a distinguishing operational feature relative to most supported firms. Wavvest also integrates non‑advisory financial services via an affiliate — including AI‑assisted estate planning document creation with optional attorney review, embedded tax preparation, and a direct term life insurance offering through Ladder — which is atypical for a small, adviser‑supported wealth platform.