Wave Wealth Planning

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

2006 Acklen Ave 0065, Nashville, Tenness...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wave Wealth Planning

Wave Wealth Planning, LLC is a financial planning and investment management firm based in Nashville, serving clients throughout the US. The firm offers fiduciary financial planner services that prioritize clients' financial needs and goals, ensuring a personalized service model. They provide a comprehensive range of services including retirement planning, debt planning, and tax-strategic planning, all aimed at helping clients achieve financial independence. As an independent, fee-only registered investment advisor, Wave Wealth Planning is committed to putting clients first and simplifying the complexities of money management.Explore more
Wave Wealth Planning's Social MediaPopular SearchesWave Wealth Planning CoSIC Code 62,628NAICS Code 52,523Show more

Wave Wealth Planning Org Chart

PhoneEmail
JB
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Founder & Investor Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wave Wealth Planning

<$5M
1-10
Private
-
-
JB
James BowmanFounder & Investor Planner
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2020
Tyler Covington, President, Wealth & Manager at Covington Wealth Management
Tyler CovingtonPresident, Wealth & Manager
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2020
JB
John BecksteadOwner and Registered Investment Advisor
Illustration of an envelope

Wave Wealth Planning Tech Stack

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Frequently Asked Questions Regarding Wave Wealth Planning

What is Wave Wealth Planning's official website?
Wave Wealth Planning's official website is www.wavewealthplanning.com
What is Wave Wealth Planning's Revenue?
Wave Wealth Planning's revenue is <$5 Million
What is Wave Wealth Planning's SIC code?
Wave Wealth Planning's SIC: 62,628
What is Wave Wealth Planning's NAICS code?
Wave Wealth Planning's NAICS: 52,523
How many employees does Wave Wealth Planning have?
Wave Wealth Planning has 1-10 employees
What industry does Wave Wealth Planning belong to?
Wave Wealth Planning is in the industry of: Finance, Securities Trading
What is Wave Wealth Planning competition?
Wave Wealth Planning top competitors include: Hargrave Fiduciary Advisors, Covington Wealth Management, Dolan Partners, True Life Financial Planning
What technology does Wave Wealth Planning use?
Some of the popular technologies that Wave Wealth Planning uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
What does Wave Wealth Planning do?

Wave Wealth Planning, LLC is a financial planning and investment management firm based in Nashville, serving clients throughout the US. The firm offers fiduciary financial planner services that prioritize clients' financial needs and goals, ensuring a personalized service model. They provide a comprehensive range of services including retirement pl... anning, debt planning, and tax-strategic planning, all aimed at helping clients achieve financial independence. As an independent, fee-only registered investment advisor, Wave Wealth Planning is committed to putting clients first and simplifying the complexities of money management.Read More

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

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