| Name | Title | Ownership | Since |
|---|---|---|---|
| Martin Bicker Control | Managing Member & Chief Compliance Officer | Over 75% | 2010 |
Waverley Wealth Management LLC reports $201.2 million in regulatory assets under management on its Form ADV.
Waverley Wealth Management LLC reports 2 employees.
Waverley Wealth Management LLC is based in Mountain View, CA and has been SEC-registered since 2022.
Waverley Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2570 W. el Camino Real, Suite 680, Mountain View, CA 94040 |
| Phone | 650-559-9700 |
| Fax | 650-559-1701 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $201.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $201.2M |