WAVERLEY WEALTH MANAGEMENT LLC
  • WAVERLEY WEALTH MANAGEMENT LLC

Adviser Profile

As of Date 01/23/2026
Registration SEC, Approved, 03/17/2022
Other registrations (3)
ADV Location MOUNTAIN VIEW, CA, United States
Contact Info 650 xxxxxxx
Websites
AUM* 201,152,058 65%
of that, discretionary 201,152,058 65%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 560,312 56%
% High Net Worth 61.40% 3%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

201M 172M 144M 115M 86M 57M 29M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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