Clear Wave Wealth Management, LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 338582
- Registered since
- November 13, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- 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, owner-operated RIA organized as an LLC that registered with the SEC in 2025. The firm concentrates on individual and family clients and combines advisory services with insurance brokerage and accounting capabilities. Its revenue model is a mix of percentage-of-AUM and fixed fees. Advisory offerings emphasize financial planning and portfolio management for individuals and small businesses, and the firm acts as a capital allocator—selecting outside managers on clients’ behalf and incorporating third-party solutions into client portfolios. Clear Wave also runs educational seminars and workshops. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$363M in ETFs
94%
$340M
4%
$22.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $58.9M | 76,964 | 16.25% |
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
Similar firms
Garden State Investment Advisory Services, LLC
RIARed Bank, NJ
Blueshift Asset Management
RIARed Bank, NJ
Shorehaven Wealth Partners, LLC
RIARed Bank, NJ
WBI Investments, LLC
RIARed Bank, NJ
Shrewsbury River Capital LP
RIARed Bank, NJ
Atlas Private Wealth Advisors
RIARed Bank, NJ