Overview
Assets Under Management: $359 million
Headquarters: DEERFIELD, IL
High-Net-Worth Clients: 47
Average Client Assets: $7.5 million
Frequently Asked Questions
WAVELAND FAMILY OFFICE, 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 #325248), WAVELAND FAMILY OFFICE, LLC is subject to fiduciary duty under federal law.
WAVELAND FAMILY OFFICE, LLC is headquartered in DEERFIELD, IL.
WAVELAND FAMILY OFFICE, LLC serves 47 high-net-worth clients according to their SEC filing dated May 07, 2024. View client details ↓
According to their SEC Form ADV, WAVELAND FAMILY OFFICE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WAVELAND FAMILY OFFICE, LLC manages $359 million in client assets according to their SEC filing dated May 07, 2024.
According to their SEC Form ADV, WAVELAND FAMILY OFFICE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.94%
Average Client Assets: $7.5 million
Total Client Accounts: 70
Discretionary Accounts: 70
Regulatory Filings
CRD Number: 325248
Filing ID: 1874383
Last Filing Date: 2024-05-07 12:33:00