Multi-Family OfficeRIA · CRD 285079SEC-Registered

Updated:

Wave Wealth Management

Wave Wealth Management is an RIA and multi-family office serving high-net-worth families through asset allocation and financial planning.

Wave Wealth Management

Wave Wealth Management is a registered investment advisor and multi-family office that provides comprehensive wealth management services for high-net-worth families. Founded but without a publicly disclosed year or founding principal, the firm operates with a limited public footprint. Its wealth origin is not attributed to any single family branch and appears to serve multiple unrelated families, consistent with a multi-family office structure. The firm's investment strategy centers on asset allocation across public equities, fixed income, and alternative investments, with a focus on capital preservation and intergenerational wealth transfer. Wave Wealth Management likely conducts direct investing in private placements and may participate in co-investments alongside external managers, though specific portfolio companies or deals are not attributed publicly. Geographically, the firm operates within a North American footprint. Wave Wealth Management's team size and additional office locations remain undisclosed. The firm does not appear to maintain adjacent philanthropic vehicles or operating companies that are publicly documented. Recent activity includes no verifiable operational events from the last 24 months that are publicly sourced. The firm's structural differentiator is its RIA registration, which subjects it to regulatory oversight and fiduciary standards. This posture distinguishes it from non-registered family offices that operate without such compliance requirements. The firm's governance structure and succession planning are not publicly detailed.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

City

Corporate office

Sector focus

Wealth ManagementFinancial PlanningAsset Allocation

Frequently asked questions

What types of clients does Wave Wealth Management serve?

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.

Is Wave Wealth Management a registered investment advisor?

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.

Does Wave Wealth Management participate in direct investments or only fund allocations?

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.

How does Wave Wealth Management source deals?

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.

What investment stages does Wave Wealth Management target?

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.

Does Wave Wealth Management have philanthropic structures?

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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