Wavvest Wealth LLC
● SEC registered since 2024CRD 332096SEC# 801-130721Chicago, IL
Reg. AUM
$339.9M
Employees
6
Accounts
144
Location
Chicago, IL
Wavvest Wealth LLC assets under management
Wavvest Wealth LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $339.9 million in regulatory assets under management and employs 6 people.
Wavvest Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brendan King Control | Cco | 50-75% | 2024 |
| Sinon Padraic Bennett Control | Cio | 50-75% | 2024 |
| Wavvest Holdings, Inc. | Parent Company | Over 75% | 2023 |
Frequently asked questions
How much does Wavvest Wealth LLC manage?
Wavvest Wealth LLC reports $339.9 million in regulatory assets under management on its Form ADV.
How many employees does Wavvest Wealth LLC have?
Wavvest Wealth LLC reports 6 employees.
Where is Wavvest Wealth LLC located?
Wavvest Wealth LLC is based in Chicago, IL and has been SEC-registered since 2024.
Does Wavvest Wealth LLC disclose fund performance?
Wavvest Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 East Washington St., Suite 875, Chicago, IL 60602 |
| Phone | 630-699-8602 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$339.9M▲ 45499%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$339.9Mregulatory AUM
Discretionary $339.9M