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CLEAR WAVE WEALTH MANAGEMENT, LLC
CRD 338582File 801-134561
APPROVED
Retail clients
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$617.0M
Above cohort median (national)
Discretionary AUM
$524.5M
Non-discretionary $92.5M
Clients
142
913 accounts
Employees
3
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 13, 2025
- Principal office
- 331 NEWMAN SPRINGS ROAD, BUILDING 3, 2ND FLOOR SUITE 320, RED BANK, NJ, 07701
- Phone
- 862-200-9438
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $617.0M
- Discretionary AUM
- $524.5M
- Non-discretionary AUM
- $92.5M
- Discretionary accounts
- 776
- Non-discretionary accounts
- 137
- Total accounts
- 913
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 113 | $604.7M |
| Individuals (other than high net worth individuals) | 29 | $12.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.