Waverley Wealth Management LLC
Waverley Wealth Management LLC is an SEC-registered wealth manager in Mountain View, CA with $201.2M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Waverley Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156023, SEC 801-123471, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $201.2M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Mountain View, CA
- Employees
- 2
- Clients
- 114
- CRD
- 156023
- Ownership
- BICKER, MARTIN, [NONE]; SMITH, KENT, ELLIOTT; BICKER, MARTIN
How much AUM does Waverley Wealth Management LLC have?
Waverley Wealth Management LLC reported $201.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Waverley Wealth Management LLC?
Disclosed owners and executives of Waverley Wealth Management LLC include BICKER, MARTIN, [NONE], SMITH, KENT, ELLIOTT, BICKER, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.