Wave Wealth Management
479 Ocean Avenue, Suite D
Laguna Beach, California 92651
Phone: 949-497-9100
Year practice began: 2006
Number of advisor in firm: 1, plus three-person support staff
Number of clients: 30
Compensation method: Fee-only
Fee for managing assets: 75 basis points ($1 million minimum), plus trading costs
AUM: $30 million in portfolio assets; $20 million in private equity assets
Licenses and Certifications: Certified Fund Specialist; Series 7 and Series 24 licenses
Education: BS, Business Administration, California Polytechnic University: JD, Western State University, College of Law
Professional involvement: Financial Planning Association, Orange County Chapter
Previous incarnations: Financial advisor, Prudential Insurance; Richard Manchester Asset Management; director of asset management and shareholder, Worldwide Investment Network; principal, Sentinel Capital Management, Inc., consultant to CPA and forensic accounting firms
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