Waveedge Partners LLC
Firm details
- Headquarters
- Woodside, California
- CRD number
- 126182
- Registered since
- October 15, 2003
- Website
- www.waveedgecap.com
Firm profile
FINTRXOverview
Waveedge Partners LLC is organized as a limited liability company and is registered with the SEC; the registration year on record is 2003. The firm's regulatory classification is listed as an Investment Bank and the ownership is indicated as individual ownership. The FINTRX record flags the firm as not acting as a capital allocator and notes it is not designated as an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not identified as a related adviser. There is no additional public detail in the provided record about the firm's client segments, advisory services, fee schedule, or typical transaction types. That lack of descriptive activity in the profile suggests limited publicly reported retail advisory operations or that the firm’s primary activity may sit outside the typical RIA asset-management model.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Laura Lang
Principal and Chief Financial OfficerCRD 2249418
Contacts
3 of 4Rosemarie Maljanian
Senior AdvisorCRD 7860390

Jeffrey Karan
Managing PartnerCRD 1358332

John Selig
Managing PartnerCRD 6101436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodside, CA
San Mateo
Location
Woodside, CA
Headquartered in Woodside, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 5 Ranch Rd
- Time zone
- PT (UTC-8)
- Office locations
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