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WAVE EQUITY PARTNERS
67 Batterymarch Street
5th Floor
Boston, Massachusetts 02109
Tel: 617-350-9808
About WAVE EQUITY PARTNERS
WAVE EQUITY PARTNERS, formally registered with the SEC as WAVE EQUITY PARTNERS. The firm was established in 04/24/2020. They have over 1 offices throughout the country.
WAVE EQUITY PARTNERS is a Boston, Massachusetts based Financial Planning firm with nearly $480,502,232 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170642 |
| SEC# | 801-118541 |
| Assets Managed by Firm | $480,502,232 |
| No. of Clients | 16 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $480,502,232 |
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