Wave Wealth Management, LLC
Wave Wealth Management, LLC is an SEC-registered wealth manager in Frisco, TX with $134.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Wave Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285079, SEC 801-131305, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $134.2M (2026-02-23)
- Firm type
- Wealth Manager
- Location
- Frisco, TX
- Employees
- 2
- Clients
- 62
- CRD
- 285079
- Ownership
- JONES, BENJAMIN, ARNOTT; WINN, CHRISTOPHER, EDWARD
How much AUM does Wave Wealth Management, LLC have?
Wave Wealth Management, LLC reported $134.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Wave Wealth Management, LLC?
Disclosed owners and executives of Wave Wealth Management, LLC include JONES, BENJAMIN, ARNOTT, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.