RIA Intel›Advisers›Tennessee›WAVE WEALTH PLANNING, LLC

WAVE WEALTH PLANNING, LLC

Advisory

TN

Data as of Apr 26, 2026 · Source: SEC Form ADV

Average account

$81K

across 197 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 26, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TN

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

57 clients

9 high-net-worth

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

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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KICKPOINT FINANCIAL, LLC

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GARTH & BROWN INVESTMENT MANAGEMENT, LLC

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$15M

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