| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Arnott Jones Control | Member, President, Founder, And Chief Compliance Officer | Over 75% | 2016 |
Wave Wealth Management, LLC reports $116.6 million in regulatory assets under management on its Form ADV.
Wave Wealth Management, LLC reports 3 employees.
Wave Wealth Management, LLC is based in Frisco, TX and has been SEC-registered since 2024.
Wave Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7000 Parkwood Blvd., Suite G300, Frisco, TX 75034 |
| Phone | (972) 954-4100 |
| Fax | (972) 954-4106 |
| Office hours | 8:00a.m. 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $115.8M |
| Non-discretionary | $813K |
| Total (RAUM) | $116.6M |