Waveedge Partners LLC

Broker-DealerFINRA MemberEst. 2003
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 in FINTRX as an investment bank. The firm is SEC-registered since 2003 and is owned by an individual. The profile contains limited disclosure about business lines: no client base, fee schedule, advisory activities, or corporate affiliations are provided in the available data. FINTRX flags indicate Waveedge is not a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and is not reported as a related adviser.

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
  • Rosemarie Maljanian

    Senior AdvisorCRD 7860390

  • Jeffrey Karan

    Jeffrey Karan

    Managing PartnerCRD 1358332

  • John Selig

    John Selig

    Managing PartnerCRD 6101436

Unlock 1 more contacts

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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