# True Wave Wealth Planners

True Wave Wealth Planners is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** truewavewealthplanners.com

## Regulatory record

- **CRD number:** 130163
- **SEC file number:** 801-112737
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130163

## About

TRUE WAVE WEALTH PLANNERS is an SEC-registered investment adviser in SACRAMENTO, CA, registered since 2018. The firm manages $456 million in assets, $425 million on a discretionary basis. It has 6 employees and 3 investment advisers.

## Questions

### What is the minimum asset threshold to become a client of True Wave Wealth Planners?

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.

## Related profiles

- [Cravens & Company Wealth Management](https://altss.com/profile/cravens-and-company-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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