True Wave Wealth Planners

Per its public website, True Wave Wealth Planners focuses on wealth management and financial planning, combining investment advisory with tax, retirement, and estate planning services. The firm aims to coordinate these typically siloed disciplines into a unified client plan. Specific investment vehicles or planning software are not disclosed.

The firm has not publicly named a Chief Investment Officer, portfolio manager, or investment committee. In practices of this size, the lead financial planner—whose name is not publicly disclosed—typically makes asset allocation and manager selection decisions within the confines of a broker-dealer or RIA platform.

The firm's regulatory posture cannot be confirmed without access to its Form ADV. Independent wealth planning firms are often structured as Registered Investment Advisors, which carry a fiduciary duty, but True Wave Wealth Planners could also operate under a broker-dealer model with a suitability standard.

There is no public record of the firm sourcing direct private equity, venture capital, or real estate deals. Its marketing materials emphasize planning and insurance rather than alternative investment deal flow, suggesting a more traditional publicly traded portfolio construct.

The firm does not publish a stated minimum. Planner-centric practices often have informal AUM thresholds or charge minimum annual fees, but without a public disclosure, prospective clients must inquire directly to determine eligibility.