WAVVEST WEALTH LLC

WAVVEST WEALTH LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 332096). Regulatory assets under management: $268.5M.

Registration

• CRD: 332096
• SEC file number: 801-130721
• Type: Registered investment adviser
• Location: 24 EAST WASHINGTON ST., SUITE 875, CHICAGO, IL, 60602
• Phone: 630-699-8602
• Latest filing: 2026-05-06
• Regulatory AUM: $268.5M
• Discretionary AUM: $268.5M
• Clients: 4
• Accounts: 245

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332096 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search