# WAVERLEY WEALTH MANAGEMENT LLC

WAVERLEY WEALTH MANAGEMENT LLC of MOUNTAIN VIEW, CA is an SEC-registered investment adviser.

## Registration

- CRD: 156023
- Type: SEC-registered investment adviser
- SEC file number: 801-123471
- Location: 2570 W. EL CAMINO REAL, SUITE 680, MOUNTAIN VIEW, CA, 94040
- Phone: 650-559-9700
- Latest filing: 2026-01-23
- Regulatory AUM: $201.2M
- Discretionary AUM: $201.2M
- Clients: 2
- Accounts: 359

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156023/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156023/similar
- Related entities: https://search.stillhousedata.com/firm/156023/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156023

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.