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Building 2WAVE WEALTH MANAGEMENT, LLC

Map pinFRISCO, TX
Phone(972) 954-4100
NotebookSEC #801-131305
Total AUM
$134.2M
Employees
2
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7000 PARKWOOD BLVD.
SUITE G300
FRISCO
TX 75034
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(972) 954-4100

ReceiptFinancials

Total AUM
$134.2M
Accounts
447
Discretionary
$134.2M
Accounts
447
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$2.1M
HNW Individual Clients
62
AUM
$132.1M
Charitable Organization Clients
1
AUM
$290

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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