# 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.

- CRD: 338582
- Filed as: CLEAR WAVE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Red Bank, NJ
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338582
- AdvisorCensus page: https://advisorcensus.com/firm/clear-wave-wealth-management-llc-red-bank-nj-338582

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $617,000,000
- Discretionary: $524,450,000
- Non-discretionary: $92,550,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $12,305,713 |
| High net worth individuals | 113 | $604,694,287 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### 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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearwavewealthmanagement.com

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Wave Wealth Management, LLC (CRD 338582): Form ADV filing data as of October 2026.