# WAVE Wealth

WAVE Wealth is a RIA based in Nashville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Nashville, United States
- **Region:** North America
- **Address:** Nashville, TN, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** wavewealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/wave-wealth-planning-co

## Regulatory record

- **CRD number:** 312185
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312185

## About

Wave Wealth Planning launched in 2020 in Nashville, Tennessee, as a registered investment adviser targeting individuals, high-net-worth families, small businesses, and non-profit organizations. The firm entered the market during a period of significant wealth migration into the Southeast, positioning itself to capture demand from clients whose financial complexity exceeded what regional brokerage platforms typically offered. The firm provides integrated financial planning, retirement planning, and portfolio management. Its service model combines advisory and discretionary management, with client portfolios constructed from individual securities, ETFs, and mutual funds across equity, fixed-income, and cash-equivalent allocations. While specific portfolio holdings or strategic partnerships are not publicly detailed, the firm's ADV filing is a public record and confirms its discretionary authority over client accounts. Wave Wealth Planning operates from a single headquarters in Nashville. The team size and asset totals are undisclosed, consistent with a young, privately held RIA that has not yet scaled to a threshold requiring broader public disclosure. The firm's regulatory record through the SEC is clean as of the most recent filing period, which is common for younger advisory practices operating below the $100 million AUM threshold that triggers more frequent examination cycles. Structurally, Wave Wealth Planning is a boutique advisory shop without an adjacent family office, trust company, or philanthropic vehicle attached. The service architecture is direct advisor-to-client, with no intermediary platform layer. This flat structure can offer clients a streamlined decision-making path, though it also limits the in-house tax, legal, and estate planning capabilities that larger multi-family offices bundle.

## Questions

### What services does Wave Wealth Planning offer?

The firm provides three primary service lines: financial planning, retirement planning, and portfolio management. Clients include high-net-worth individuals, small businesses, and non-profit organizations. The advisory model includes both non-discretionary planning engagements and discretionary portfolio management, where the firm trades on behalf of clients.

### How does the firm invest client portfolios?

Wave Wealth Planning constructs portfolios from individual stocks, bonds, ETFs, and mutual funds. The exact asset-allocation framework is not publicly detailed, but standard RIA practice at this scale generally includes strategic allocation across equities, fixed income, and cash equivalents, with tactical tilts driven by advisor judgment.

### Who founded Wave Wealth Planning, and what is their background?

The firm's founding principals are not identified in publicly available records. The SEC registration through the Investment Adviser Public Disclosure database lists the firm, but detailed ownership and management biographies have not been published by the firm or captured by major industry data providers.

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Last updated: 2026-07-08T22:38:32.526Z

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