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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WAVVEST HOLDINGS, INC. | DE | PARENT COMPANY | E | |
| WAVVEST HOLDINGS, INC. | DE | PARENT COMPANY | E | |
| WAVVEST HOLDINGS, INC. | DE | PARENT COMPANY | E | |
| WAVVEST HOLDINGS, INC. | DE | PARENT COMPANY | E | |
| WAVVEST HOLDINGS, INC. | DE | PARENT COMPANY | E | |
| WAVVEST HOLDINGS, INC. | DE | PARENT COMPANY | E | |
| WAVVEST HOLDINGS, INC. | DE | PARENT COMPANY | E | |
| BENNETT, SINON, PADRAIC | I | CIO | D | Control |
| BENNETT, SINON, PADRAIC | I | CIO | D | Control |
| BENNETT, SINON, PADRAIC | I | CIO | D | Control |
| BENNETT, SINON, PADRAIC | I | CIO | D | Control |
| BENNETT, SINON, PADRAIC | I | CIO | D | Control |
| BENNETT, SINON, PADRAIC | I | CIO | D | Control |
| BENNETT, SINON, PADRAIC | I | CIO | D | Control |
| BENNETT, SINON, PADRAIC | I | CIO | D | Control |
| BENNETT, SINON, PADRAIC | I | CIO | D | Control |
| King, Brendan | I | CCO | D | Control |
| King, Brendan | I | CCO | D | Control |
| King, Brendan | I | CCO | D | Control |
| King, Brendan | I | CCO | D | Control |
| King, Brendan | I | CCO | D | Control |
| King, Brendan | I | CCO | D | Control |
| King, Brendan | I | CCO | D | Control |
| King, Brendan | I | CCO | D | Control |
| King, Brendan | I | CCO | D | Control |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (1)
IL
Address
24 EAST WASHINGTON ST., SUITE 875CHICAGO, IL 60602
United States
Phone: 630-699-8602