Overview
Assets Under Management: $147 million
Headquarters: MOUNTAIN VIEW, CA
High-Net-Worth Clients: 70
Average Client Assets: $2 million
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