Waverley Wealth Management LLC
● SEC registered since 2022CRD 156023SEC# 801-123471Mountain View, CA
Reg. AUM
$201.2M
Employees
2
Accounts
359
Location
Mountain View, CA
Waverley Wealth Management LLC assets under management
Waverley Wealth Management LLC is a registered investment adviser overseen by the SEC based in Mountain View, CA. The firm has been registered since 2022. It reports $201.2 million in regulatory assets under management and employs 2 people.
Waverley Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Martin Bicker Control | Managing Member & Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Waverley Wealth Management LLC manage?
Waverley Wealth Management LLC reports $201.2 million in regulatory assets under management on its Form ADV.
How many employees does Waverley Wealth Management LLC have?
Waverley Wealth Management LLC reports 2 employees.
Where is Waverley Wealth Management LLC located?
Waverley Wealth Management LLC is based in Mountain View, CA and has been SEC-registered since 2022.
Does Waverley Wealth Management LLC disclose fund performance?
Waverley 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 | 2570 W. el Camino Real, Suite 680, Mountain View, CA 94040 |
| Phone | 650-559-9700 |
| Fax | 650-559-1701 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$201.2M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$201.2Mregulatory AUM
Discretionary $201.2M