Wave Wealth Management

Wave Wealth Management serves high-net-worth families through a multi-family office structure, providing wealth management and financial planning services tailored to intergenerational needs. The firm does not publicly disclose a specific minimum net worth threshold for clients.

Yes, Wave Wealth Management is registered as an RIA. This registration subjects the firm to fiduciary standards and regulatory oversight from the SEC or state regulators, setting it apart from unregistered family offices.

Based on its RIA structure and focus on high-net-worth families, Wave Wealth Management likely allocates across public equities, fixed income, and alternatives, potentially including direct investments in private placements, though this is not publicly confirmed. The firm may participate in co-investments alongside external managers.

Deal sourcing for Wave Wealth Management is not publicly documented. As an RIA serving multiple families, it may leverage networks of external managers, placement agents, and direct relationships with portfolio companies, but specific sourcing methods are undisclosed.

The firm does not publicly specify a targeted investment stage. Given its wealth management focus for high-net-worth families, it likely prioritizes longer-term, value-oriented strategies in public markets and alternative assets.

There is no public information indicating that Wave Wealth Management operates separate philanthropic foundations or donor-advised funds. Client families may have their own charitable vehicles independent of the firm.