# Wave Wealth Planning, LLC

> Wave Wealth Planning, LLC is a state-registered investment advisory firm in Nashville, TN, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 26, 2026.

- CRD: 312185
- Filed as: WAVE WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: April 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312185
- AdvisorCensus page: https://advisorcensus.com/firm/wave-wealth-planning-llc-nashville-tn-312185

## Quick answers

**How is Wave Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wave Wealth Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wave Wealth Planning, LLC located?**
Wave Wealth Planning, LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Wave Wealth Planning, LLC registered with the SEC or a state?**
Wave Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312185.

**How much does Wave Wealth Planning, LLC manage?**
Wave Wealth Planning, LLC reports $15,903,397 in regulatory assets under management in its Form ADV filing dated April 26, 2026 (100% discretionary).

**What types of clients does Wave Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (9).

**Does Wave Wealth Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312185

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,903,397
- Discretionary: $15,903,397
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $9,063,510 |
| High net worth individuals | 9 | $6,741,480 |
| Charitable organizations | Fewer than 5 | $98,407 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wavewealthplanning.com
- Instagram @wavewealth
- LinkedIn @wave-wealth-planning-co

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wave Wealth Planning, LLC (CRD 312185): Form ADV filing data as of October 2026.