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WAVE DIGITAL ASSETS LLC
12400 Wilshire Boulevard
Los Angeles, California 90025
Tel: 213-533-9899
About WAVE DIGITAL ASSETS LLC
WAVE DIGITAL ASSETS LLC, formally registered with the SEC as WAVE DIGITAL ASSETS LLC. The firm was established in 05/21/2021. They have over 1 offices throughout the country.
WAVE DIGITAL ASSETS LLC is a Los Angeles, California based Financial Planning firm with nearly $335,844,190 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305726 |
| SEC# | 801-121282 |
| Assets Managed by Firm | $335,844,190 |
| No. of Clients | 31 |
| No. of Advisors | 37 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (CARRIED INTEREST DISTRIBUTIONS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 31 | $335,844,190 |
| High net worth individuals | 3 | $8,708,132 |
| Charitable organizations | 1 | $2,600,167 |
| Corporations or other businesses | 1 | $15,831,873 |
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