WAVVEST WEALTH LLC
Legal name: WAVVEST WEALTH
CRD #332096 SEC #801-130721 CHICAGO, IL 630-699-8602
SEC Registered
Total AUM
$745.3K
Discretionary
$745.3K
Employees
2
Clients
0
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $745.3K | $745.3K | $0 | 2 | 0 |
| Nov 2024 | $388.9K | $388.9K | $0 | 2 | 0 |
| Nov 2024 | $1.1K | $1.1K | $0 | 2 | 0 |
| Nov 2024 | $1.1K | $1.1K | $0 | 2 | 0 |
DateFeb 2025
Total AUM$745.3K
Discretionary$745.3K
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$388.9K
Discretionary$388.9K
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$1.1K
Discretionary$1.1K
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$1.1K
Discretionary$1.1K
Non-Disc.$0
Employees2
Clients0