Wave Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

7000 Parkwood Blvd Ste G300, Frisco, Tex...

Phone Number

(972) 954-4100

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Wave Wealth Management

Wave Wealth specializes in providing exceptional wealth management services with a focus on clients' best interests. They offer a range of services including comprehensive financial planning, family office services, tax planning, investment management, retirement planning, and business planning. The company aims to help clients achieve their financial goals through creative strategies and personalized service. Based in Frisco, Texas, Wave Wealth serves clients in the Dallas metro area, offering free consultations to assess their needs.Explore more
Wave Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Wave Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wave Wealth Management

<$5M
1-10
Private
<$5M
2016
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
Illustration of an envelope

Wave Wealth Management Tech Stack

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Frequently Asked Questions Regarding Wave Wealth Management

What is Wave Wealth Management's official website?
Wave Wealth Management's official website is www.wavewm.com
What is Wave Wealth Management's Revenue?
Wave Wealth Management's revenue is <$5 Million
What is Wave Wealth Management's SIC code?
Wave Wealth Management's SIC: 62,628
What is Wave Wealth Management's NAICS code?
Wave Wealth Management's NAICS: 52,523
How many employees does Wave Wealth Management have?
Wave Wealth Management has 1-10 employees
What industry does Wave Wealth Management belong to?
Wave Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wave Wealth Management competition?
Wave Wealth Management top competitors include: Poulos Advisors, Waterford Advisors, Radnor Financial Advisors, Bay Harbor Wealth Management
What technology does Wave Wealth Management use?
Some of the popular technologies that Wave Wealth Management uses are: Google Cloud DNS, Google Universal Analytics, Squarespace Online Stores, Google Cloud Platform
How do I contact Wave Wealth Management?
Wave Wealth Management contact info: Phone number: (972) 954-4100 Website: www.wavewm.com
What does Wave Wealth Management do?

Wave Wealth specializes in providing exceptional wealth management services with a focus on clients' best interests. They offer a range of services including comprehensive financial planning, family office services, tax planning, investment management, retirement planning, and business planning. The company aims to help clients achieve their financ... ial goals through creative strategies and personalized service. Based in Frisco, Texas, Wave Wealth serves clients in the Dallas metro area, offering free consultations to assess their needs.Read More

What are Wave Wealth Management social media links?
Wave Wealth Management Linkedin page Wave Wealth Management Facebook page
Is Wave Wealth Management a public company?
Wave Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Wave Wealth Management

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