Wavvest Wealth

RIASEC Registered

Total AUM

$340M

Discretionary

$340M

100% of AUM

Avg account

$2.4M

Accounts

144

Employees

6

Advisory reps

5

Firm details

Headquarters: Chicago, Illinois
CRD number: 332096
Registered since: July 19, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI98.52%
Individuals1.09%
Charitable Organizations0.39%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Wavvest Wealth LLC is an independent registered investment adviser that began SEC registration in 2024. Organized as a limited liability company, the firm serves both individual/family and institutional clients and operates on a percentage-of-AUM fee model. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Cash & Cash Equivalents100%

Owners & executives

2 of 2

James Langer
Chief Investment OfficerCRD 4445676
Sinon Bennett
Chief Investment OfficerCRD 7287602

Contacts

3 of 3

Andrew Farinelli
Managing DirectorCRD 6355958
Vinnie Maliakkal
Managing Director and Wealth AdvisorCRD 6456170
Brendan King
Vice PresidentCRD 7532417

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: Cook
Address: 24 E Washington St
Time zone: CT (UTC-6)
Office locations

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