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Clear Wave Wealth Management, LLC
Clear Wave Wealth Management, LLC is an SEC-registered investment adviser in Red Bank, NJ, registered since 2025. The firm manages $617 million in assets, with...
Clear Wave Wealth Management, LLC
Clear Wave Wealth Management, LLC is an SEC-registered investment adviser in Red Bank, NJ, registered since 2025. The firm manages $617 million in assets, with $524 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is Clear Wave Wealth Management, LLC?
Clear Wave Wealth Management, LLC is a registered investment advisor (RIA) offering wealth management services. The firm is registered with the U.S. Securities and Exchange Commission (SEC), subjecting it to regulatory oversight. Given the lack of public data, the firm likely serves individual clients or families rather than large institutional allocators.
Who runs Clear Wave Wealth Management, LLC?
The principals or owners of Clear Wave Wealth Management, LLC are not publicly disclosed. SEC Form ADV filings may list the firm's management, but those records do not name individuals. The firm may be operated by a small team of advisors without a widely recognized public profile.
Is Clear Wave Wealth Management, LLC a family office?
Based on publicly available information, Clear Wave Wealth Management, LLC appears to be a registered investment advisor (RIA) rather than a family office. Unlike single-family offices that manage a single fortune, RIAs typically serve multiple clients. The firm's name and structure suggest it is a commercial advisory practice.
Does Clear Wave Wealth Management, LLC make direct investments?
There is no public evidence that Clear Wave Wealth Management, LLC makes direct investments in companies. As an RIA, the firm likely allocates client capital to publicly traded securities, mutual funds, ETFs, and possibly alternatives through third-party managers. The firm's investment style is not documented.
What fees does Clear Wave Wealth Management, LLC charge?
Clear Wave Wealth Management, LLC's fee structure is not publicly available. RIAs typically charge a percentage of assets under management (AUM), often between 0.5% and 1.5% annually. Specific fee schedules would be disclosed in the firm's Form ADV, which is filed with the SEC but not directly cited here.
Where is Clear Wave Wealth Management, LLC located?
The firm's physical headquarters is not publicly known. As a U.S.-registered RIA, it operates within the United States. Without a known city or state, further geographic detail cannot be provided.
What is the AUM of Clear Wave Wealth Management, LLC?
Clear Wave Wealth Management, LLC's assets under management (AUM) are not disclosed in public records. The firm does not appear in major asset-management databases. Its AUM band is classified as Undisclosed.
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