RIA Intel›Advisers›Florida›ROLLINGWAVE CAPITAL LLC

ROLLINGWAVE CAPITAL LLC

Advisory

PALM BEACH GARDENS, FL

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in FL

#1,983

of 2,610 advisers by AUM

Average account

$239K

across 88 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MI, NC, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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