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Kent Elliott Smith

WAVERLEY WEALTH MANAGEMENT LLC·MOUNTAIN VIEW, California
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2570 W. EL CAMINO REAL, SUITE 200, MOUNTAIN VIEW, CA 94040CRD# 1931296Firm CRD# 156023
01

About

Kent Elliott Smith is a registered financial advisor based in MOUNTAIN VIEW, California, affiliated with WAVERLEY WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WAVERLEY WEALTH MANAGEMENT LLC
WAVERLEY WEALTH MANAGEMENT LLC
AUM
$122M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WAVERLEY WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1931296
Firm CRD# 156023
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kent Elliott Smith offer?
Kent Elliott Smith specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MOUNTAIN VIEW, California for a consultation.
What are Kent Elliott Smith's credentials?
Kent Elliott Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kent Elliott Smith located?
Kent Elliott Smith is based in MOUNTAIN VIEW, California, working with WAVERLEY WEALTH MANAGEMENT LLC. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.
How does Kent Elliott Smith charge for services?
Kent Elliott Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAVERLEY WEALTH MANAGEMENT LLC?
WAVERLEY WEALTH MANAGEMENT LLC has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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