WAVE WEALTH PLANNING, LLC

WAVE WEALTH PLANNING, LLC is an SEC-registered investment adviser (CRD 312185). Regulatory assets under management: $15.9M.

Registration

• CRD: 312185
• Type: Registered investment adviser
• Phone: 615-724-0058
• Latest filing: 2026-04-26
• Regulatory AUM: $15.9M
• Discretionary AUM: $15.9M
• Clients: 1
• Accounts: 197

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312185 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search