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Building 2WAVE WEALTH MANAGEMENT LLC

Map pinLAGUNA BEACH, CA
Phone949-497-9100
NotebookSEC #801-67117
Total AUM
$34.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
479 OCEAN AVE., SUITE D
LAGUNA BEACH
CA 92651
USA
Operating Hours
9 AM TO 5PM
BY APPOINTMENT
Phone
949-497-9100

ReceiptFinancials

Total AUM
$34.6M
Accounts
116
Discretionary
$27.7M
Accounts
43
Non-Discretionary
$6.9M
Accounts
73

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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