Waveedge Partners LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Woodside, California
CRD number
126182
Registered since
October 15, 2003

Firm profile

FINTRX

Overview

Waveedge Partners LLC is organized as a limited liability company and is classified as an investment bank. Ownership is listed as individual, and the firm does not identify itself as a capital allocator or an active ESG investor. It is not characterized as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available records. The record provides no detail on the firm’s specific business activities, advisory services, fee schedules, or target client segments, so the scope of client-facing wealth management or transaction-oriented investment banking work is not visible from the data provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Laura Lang

    Principal and Chief Financial OfficerCRD 2249418

Contacts

3 of 4
  • Jeffrey Karan

    Jeffrey Karan

    Managing PartnerCRD 1358332

  • Mohammadreza Helali

    Registered RepresentativeCRD 5580243

  • John Selig

    John Selig

    Managing PartnerCRD 6101436

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth