Home
›
Firms
›
WAVERLEY WEALTH MANAGEMENT LLC
WAVERLEY WEALTH MANAGEMENT LLC
MOUNTAIN VIEW, California
·
2 registered advisors
·
CRD# 156023
SEC# 801-123471
0
650-559-9700
01
Firm Overview
AUM
$122M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at WAVERLEY WEALTH MANAGEMENT LLC
2 registered advisors
Kent Elliott Smith
MOUNTAIN VIEW, California
CRD# 1931296
Martin Bicker
MOUNTAIN VIEW, California
CRD# 5597861
05
Office Locations
MOUNTAIN VIEW, California
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. WAVERLEY WEALTH MANAGEMENT LLC (CRD# 156023) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.