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Wave Wealth Management, LLC (Plano)


Wave Wealth Management, LLC is an adviser based in Plano. It manages $14.69 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Wave Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wave Wealth Management: assets under management

The assets under management (AUM) of Wave Wealth Management, LLC is $14.69 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $14.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $319.35 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wave Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plano

The principal office where Wave Wealth Management, LLC performs its advisory services is located at 5700 Granite Parkway, Plano, TX 75025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (972) 299-0808. The normal business hours are 8:00am ­ 5:00pm on Monday - Friday.


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