Wave Wealth Management, LLC
● SEC registered since 2024CRD 285079SEC# 801-131305Frisco, TX
Reg. AUM
$134.2M
Employees
2
Accounts
447
Location
Frisco, TX
Wave Wealth Management, LLC assets under management
Wave Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Frisco, TX. The firm has been registered since 2024. It reports $134.2 million in regulatory assets under management and employs 2 people.
Wave Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Arnott Jones Control | Member, President, Founder, And Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Wave Wealth Management, LLC manage?
Wave Wealth Management, LLC reports $134.2 million in regulatory assets under management on its Form ADV.
How many employees does Wave Wealth Management, LLC have?
Wave Wealth Management, LLC reports 2 employees.
Where is Wave Wealth Management, LLC located?
Wave Wealth Management, LLC is based in Frisco, TX and has been SEC-registered since 2024.
Does Wave Wealth Management, LLC disclose fund performance?
Wave Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7000 Parkwood Blvd., Suite G300, Frisco, TX 75034 |
| Phone | (972) 954-4100 |
| Fax | (972) 954-4106 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.2M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$134.2Mregulatory AUM
Discretionary $134.2M