Waverly Advisors
Waverly Advisors is a multi-family office headquartered in Birmingham, United States. Founded in 1999 as a division of accounting firm Warren Averett before becoming an independent registered investment adviser, the firm builds its capital base through...
Waverly Advisors
Waverly Advisors is a multi-family office headquartered in Birmingham, United States. Founded in 1999 as a division of accounting firm Warren Averett before becoming an independent registered investment adviser, the firm builds its capital base through fee-only wealth management, investment advisory and planning services delivered to high-net-worth families and institutions across the country, expanding nationally via acquisitions while stewarding more than $10 billion in client assets.
General information
Firm type
Multi Family Office
Year founded
1999
AUM
—
Location
Region
North America
Country
—
City
Birmingham
Corporate office
—
Frequently asked questions
What is Waverly Advisors?
Waverly Advisors is a multi family office headquartered in Birmingham.
When was Waverly Advisors founded?
Waverly Advisors was founded in 1999.
Where is Waverly Advisors headquartered?
Waverly Advisors is headquartered in Birmingham, in the North America region.
What does Altss track for Waverly Advisors?
Altss maintains an OSINT-verified profile of Waverly Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Waverly Advisors's website?
Waverly Advisors's public website is waverly-advisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Waverly Advisors?
Waverly Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Waverly Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Waverly Advisors?
Waverly Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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