Fee-OnlyFinder

Wave Digital Assets LLC

Flat / fixed fees in Los Angeles, CA

SEC registeredNo commissions reported

Call (213) 533-9899Send a messageMap ↗

Public-record details

Address
12400 Wilshire Boulevard, Los Angeles, CA 90025
Phone
(213) 533-9899
Listed under
Flat / fixed fees, % of assets managed
CRD number
305726
Registration
SEC registered since 2021-05-21
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$91.9 million
Accounts managed
22
Clients reported (Form ADV 5.D)
22
Individual / high-net-worth clients
0 / 2
Employees
33
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-21

SEC registered investment adviser, CRD 305726, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Los Angeles

10 West Advisors, INC.145 S Fairfax Ave, Suite 200 · Los Angeles, CA 90036 · (312) 933-8617 · % of assets managedCRD 290598 · % of assets · $10.0 million AUMState registeredNo commissions reported7summit Advisors, LLC6080 Center Drive, Suite 600 · Los Angeles, CA 90045 · (310) 684-3650 · Financial planningCRD 171409 · % of assets · $25.7 million AUMState registeredNo commissions reportedAg Asset Advisory, LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 907-8656 · Financial planningCRD 154406 · % of assets, Fixed fees, Performance-based fees · $440.5 million AUMSEC registeredNo commissions reportedAjax Asset Mgmt., LLC11661 San Vicente Blvd., Suite 860 · Los Angeles, CA 90049 · (310) 876-0781 · % of assets managedCRD 328746 · % of assets, Performance-based fees · $43.0 million AUMState registeredNo commissions reportedAligne Wealth Advisors Investment Management (Awaim)1801 Century Park East, Suite 1440 · Los Angeles, CA 90067 · (310) 795-0622 · Financial planningCRD 321735 · % of assets · $224.4 million AUMSEC registeredNo commissions reportedAllstreet Capital LLC707 Wilshire Blvd, Suite 4000 · Los Angeles, CA 90017 · (213) 443-6791 · Flat / fixed feesCRD 283564 · % of assets, Fixed fees · $218.0 million AUMSEC registeredNo commissions reportedAlpha Analytics Investment Group LLC1901 Avenue of the Stars, Suite 1100 · Los Angeles, CA 90067 · (310) 556-0389 · Hourly feesCRD 109844 · % of assets, Hourly charges, Other · $253.4 million AUMSEC registeredNo commissions reportedAlphanext, LLC2121 Avenue of the Stars, Suite 800 · Los Angeles, CA 90067 · (310) 553-5396 · % of assets managedCRD 297504 · % of assets · $68.5 million AUMState registeredNo commissions reported

All 127 in Los Angeles →