Overview
Assets Under Management: $617 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 113
Average Client Assets: $5 million
Frequently Asked Questions
CLEAR WAVE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338582), CLEAR WAVE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CLEAR WAVE WEALTH MANAGEMENT, LLC is headquartered in RED BANK, NJ.
CLEAR WAVE WEALTH MANAGEMENT, LLC serves 113 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, CLEAR WAVE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CLEAR WAVE WEALTH MANAGEMENT, LLC manages $617 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, CLEAR WAVE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.01
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 913
Discretionary Accounts: 776
Non-Discretionary Accounts: 137
Regulatory Filings
CRD Number: 338582
Filing ID: 2040753
Last Filing Date: 2026-01-22 08:56:02