True Wave Wealth Planners
True Wave Wealth Planners is an SEC-registered mass-market adviser in Sacramento, CA with $456.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns True Wave Wealth Planners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130163, SEC 801-112737, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $456.5M (2026-01-23)
- Firm type
- Mass-Market Adviser
- Location
- Sacramento, CA
- Employees
- 6
- Clients
- 956
- CRD
- 130163
- Ownership
- LUCAS, GREGORY, ALAN; PAGE, MATTHEW, MAGUIRE
How much AUM does True Wave Wealth Planners have?
True Wave Wealth Planners reported $456.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns True Wave Wealth Planners?
Disclosed owners and executives of True Wave Wealth Planners include LUCAS, GREGORY, ALAN, PAGE, MATTHEW, MAGUIRE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.