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Wavvest Wealth LLC

● SEC registered since 2024CRD 332096SEC# 801-130721Chicago, IL
Export (members)
Reg. AUM
$745K
Employees
2
Accounts
13
Location
Chicago, IL

Wavvest Wealth LLC assets under management

Wavvest Wealth LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $745,303 in regulatory assets under management and employs 2 people.
www.linkedin.com/company/wavvestView on SEC.gov ↗

Wavvest Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Brendan King ControlCco50-75%2024
Sinon Padraic Bennett ControlCio50-75%2024
Wavvest Holdings, Inc.Parent CompanyOver 75%2023

Frequently asked questions

How much does Wavvest Wealth LLC manage?

Wavvest Wealth LLC reports $745,303 in regulatory assets under management on its Form ADV.

How many employees does Wavvest Wealth LLC have?

Wavvest Wealth LLC reports 2 employees.

Where is Wavvest Wealth LLC located?

Wavvest Wealth LLC is based in Chicago, IL and has been SEC-registered since 2024.

Does Wavvest Wealth LLC disclose fund performance?

Wavvest Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24 East Washington St., Suite 875, Chicago, IL 60602
Phone630-699-8602
Office hours8 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$745K
Non-discretionary$0
Total (RAUM)$745K