AdvisorCensus / Financial advisors / New York / New York / Clear Wave Wealth Management, LLC
Clear Wave Wealth Management, LLC is an SEC-registered investment advisory firm in Red Bank, NJ, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.
Quick answers
From the filingHow is Clear Wave Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Clear Wave Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Clear Wave Wealth Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated January 22, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Clear Wave Wealth Management, LLC located?
Clear Wave Wealth Management, LLC's principal office is in Red Bank, NJ, according to its Form ADV.
Is Clear Wave Wealth Management, LLC registered with the SEC or a state?
Clear Wave Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338582.
How much does Clear Wave Wealth Management, LLC manage?
Clear Wave Wealth Management, LLC reports $617,000,000 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (85% discretionary).
What types of clients does Clear Wave Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (113); individuals (other than high net worth individuals) (29).
Which custodians does Clear Wave Wealth Management, LLC use?
Clear Wave Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Clear Wave Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338582
What changed in Clear Wave Wealth Management, LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $0 to $617,000,000. Registered or notice-filed in CA, FL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Asset Management Fees: For managed accounts, we charge an annual fee ranging from 0.25% to 1.50% of assets under management (generally net of any margin debit balance), billed quarterly in arrears
As stated in the firm's Form ADV Part 2A brochure dated January 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$617,000,000 as of October 2026, filing dated August 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $0 to $617,000,000.
- Registered or notice-filed in CA, FL.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Clear Wave Wealth Management, LLC (CRD 338582): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/clear-wave-wealth-management-llc-red-bank-nj-338582