Overview
Assets Under Management: $147 million
Headquarters: MOUNTAIN VIEW, CA
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
WAVERLEY 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 #156023), WAVERLEY WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
WAVERLEY WEALTH MANAGEMENT LLC is headquartered in MOUNTAIN VIEW, CA.
WAVERLEY WEALTH MANAGEMENT LLC serves 70 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, WAVERLEY WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
WAVERLEY WEALTH MANAGEMENT LLC manages $147 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, WAVERLEY WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 359
Discretionary Accounts: 359
Regulatory Filings
CRD Number: 156023
Last Filing Date: 2025-01-21 00:00:00
Website: https://waverleywealth.com