WAVE WEALTH MANAGEMENT, LLC
CRD #285079 SEC #801-131305 FRISCO, TX (972) 954-4100
SEC Registered
Total AUM
$116.6M
Discretionary
$115.8M
Employees
4
Clients
51
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $116.6M | $115.8M | $812.6K | 4 | 0 |
| Sep 2025 | $116.6M | $115.8M | $812.6K | 4 | 0 |
| May 2025 | $116.6M | $115.8M | $812.6K | 3 | 0 |
| Feb 2025 | $116.6M | $115.8M | $812.6K | 3 | 0 |
| Sep 2024 | $108.3M | $107.5M | $731.1K | 3 | 0 |
| Mar 2017 | $14.7M | $14.7M | $0 | 2 | 11 |
| Mar 2017 | $14.7M | $14.7M | $0 | 2 | 11 |
| Jan 2017 | $0 | $0 | $0 | 2 | 0 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Nov 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$116.6M
Discretionary$115.8M
Non-Disc.$812.6K
Employees4
Clients0
DateSep 2025
Total AUM$116.6M
Discretionary$115.8M
Non-Disc.$812.6K
Employees4
Clients0
DateMay 2025
Total AUM$116.6M
Discretionary$115.8M
Non-Disc.$812.6K
Employees3
Clients0
DateFeb 2025
Total AUM$116.6M
Discretionary$115.8M
Non-Disc.$812.6K
Employees3
Clients0
DateSep 2024
Total AUM$108.3M
Discretionary$107.5M
Non-Disc.$731.1K
Employees3
Clients0
DateMar 2017
Total AUM$14.7M
Discretionary$14.7M
Non-Disc.$0
Employees2
Clients11
DateMar 2017
Total AUM$14.7M
Discretionary$14.7M
Non-Disc.$0
Employees2
Clients11
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0