WAVERLEY WEALTH MANAGEMENT LLC

2570 W. El Camino Real
Suite 680
Mountain View, California 94040
Tel: 650-559-9700

About WAVERLEY WEALTH MANAGEMENT LLC

WAVERLEY WEALTH MANAGEMENT LLC, formally registered with the SEC as WAVERLEY WEALTH MANAGEMENT LLC. The firm was established in 03/17/2022. They have over 1 offices throughout the country.

WAVERLEY WEALTH MANAGEMENT LLC is a Mountain View, California based Financial Planning firm with nearly $147,063,828 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156023
SEC#	801-123471
Assets Managed by Firm	$147,063,828
No. of Clients	359
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	359	$147,063,828
Individuals (other than high net worth individuals)	46	$8,939,910
High net worth individuals	70	$138,123,918

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