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Wavvest Wealth, LLC

EST. AUM
$339,850,200

CONTACTS

CLIENT ACCOUNTS
144

Firm Details

Metro area Chicago
CRD Number 332096
Website wavvest.com
Client types

Overview

Wavvest Wealth, LLC is a Chicago-based registered investment adviser founded in 2024 as a subsidiary of Wavvest Holdings, Inc. The firm operates an interactive digital platform and mobile application providing investment advisory services to individuals and "Third-Party Advised Clients" through sub-advisory arrangements. Wavvest utilizes a proprietary algorithm and an Executive Investment Committee to manage portfolios comprising ETFs, mutual funds, and individual securities. The firm also facilitates access to alternative investments and integrated financial services such as estate planning and insurance via its technology affiliates.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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