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TRUE WAVE WEALTH PLANNERS
SACRAMENTO, CA
916-921-9220
SEC #801-112737Total AUM
$456.5M
Employees
6Clients
958Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1545 RIVER PARK DRIVE,
SUITE 401
SACRAMENTO
CA 95815
United States
SUITE 401
SACRAMENTO
CA 95815
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
916-921-9220
Other Offices
1
Financials
Total AUM
$456.5M
Accounts
1,444Discretionary
$424.7M
Accounts
1,175Non-Discretionary
$31.8M
Accounts
269
Clients
Individual Clients
656AUM
$110.4M
HNW Individual Clients
266AUM
$291.7M
Pension/Profit Sharing Plan Clients
27AUM
$40.2M
Charitable Organization Clients
1AUM
$3.1M
Corporation or Business Clients
7AUM
$10.9M
Other Clients
1AUM
$102K
Description of Other Clients
DONOR ADVISED FUND
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.