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Building 2WAVERLEY WEALTH MANAGEMENT LLC

Map pinMOUNTAIN VIEW, CA
Phone650-559-9700
NotebookSEC #801-72090
Total AUM
$30.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2570 W. EL CAMINO REAL, SUITE 200
MOUNTAIN VIEW
CA 94040
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
650-559-9700

ReceiptFinancials

Total AUM
$30.9M
Accounts
124
Discretionary
$30.9M
Accounts
124
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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