WAVERLEY WEALTH MANAGEMENT LLC
CRD #156023 SEC #801-123471 MOUNTAIN VIEW, CA 650-559-9700
SEC Registered
Total AUM
$147.1M
Discretionary
$147.1M
Employees
2
Clients
0
Accounts
359
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $147.1M | $147.1M | $0 | 2 | 0 |
| Oct 2024 | $121.8M | $121.8M | $0 | 2 | 0 |
| Jan 2024 | $121.8M | $121.8M | $0 | 2 | 0 |
| Jan 2023 | $108.4M | $106.3M | $2.1M | 2 | 0 |
| Feb 2022 | $119.7M | $117.2M | $2.5M | 2 | 0 |
| Feb 2012 | $30.9M | $30.9M | $0 | 1 | 26 |
| Dec 2011 | $35.4M | $35.4M | $0 | 1 | 26 |
| Nov 2011 | $45.2M | $45.2M | $0 | 1 | 26 |
| Nov 2011 | $45.2M | $45.2M | $0 | 1 | 26 |
| Nov 2011 | $45.2M | $45.2M | $0 | 1 | 26 |
| Mar 2011 | $45.2M | $45.2M | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateJan 2025
Total AUM$147.1M
Discretionary$147.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$108.4M
Discretionary$106.3M
Non-Disc.$2.1M
Employees2
Clients0
DateFeb 2022
Total AUM$119.7M
Discretionary$117.2M
Non-Disc.$2.5M
Employees2
Clients0
DateFeb 2012
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--