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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