Wavecrest Securities LLC

Overview

Wavecrest Securities LLC is organized as a limited liability company and is registered with the SEC since 2013. FINTRX classifies the firm as an investment bank rather than a discretionary asset manager. Ownership is listed as a domestic entity/individual. The firm is not identified as a capital allocator, is not an active ESG investor, and does not report multi-state advisory status. It is also not labeled as a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not provide detail on fee schedules, specific business or advisory activities, or client segments; the available data focuses on legal form and regulatory classification rather than on portfolio management or client-facing advisory services.

Assets & Accounts

Location & Offices