Clear Wave Wealth Management, LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 338582
- Registered since
- November 13, 2025
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.01%
- Individuals1.99%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Clear Wave Wealth Management, LLC is an independent RIA formed as an LLC and registered with the SEC in 2025. The firm is individual-owned and positions itself as a capital allocator focused on individuals and families. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars and workshops. Clear Wave also operates as an insurance broker and provides accounting services, and it charges clients via a mix of AUM-based fees and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Cash & Cash Equivalents17%
- US Government Bonds12%
- State & Local Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1Colette Tatarenko
COOCRD 5336221
Contacts
2 of 2Matthew Wilk
Managing PartnerCRD 5011737
Joseph Gallo
Managing PartnerCRD 5154254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$367M in ETFs
93%
$342M
5%
$24.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $56.7M | 75,673 | 15.45% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 331 Newman Springs Rd
- Time zone
- ET (UTC-5)
- Office locations
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