WAVERLEY WEALTH MANAGEMENT LLC of MOUNTAIN VIEW, CA is an SEC-registered investment adviser (CRD 156023). Regulatory assets under management: $201.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Martin Bicker | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SMITH RICHARD ELLIOTT | DIRECTOR/PORTFOLIO MANAGER | — |
| BICKER MARTIN NONE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BICKER MARTIN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |