SACRAMENTO, CACRD 130163Latest ADV January 23, 2026
True Wave Wealth Planners is an SEC registered investment adviser organized as a corporation with a primary office location in Sacramento, CA. Its latest Form ADV filing, dated January 23, 2026, reports $456M in regulatory assets under management, 6 employees, 1 office, and 1,444 accounts.
Assets Under Management
$456M
Employees
6
Offices
1 office
Total Clients
956
Primary office
SACRAMENTO, CA
1545 RIVER PARK DRIVE, SUITE 401, SACRAMENTO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.6% of total clients.
Top client categories% of clientsClients
1
Individuals
68.6%
656
2
HNWI
27.8%
266
3
Pension Plans
2.8%
27
4
Corporations
0.7%
7
Categories with <5 clients
Charitable Organizations<5 clients
DONOR ADVISED FUND<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$456Mas of January 23, 2026
Discretionary93.0%
$425M
93% of total RAUM93.0%
Non-discretionary7.0%
$32M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$456M
Total Accounts1,444
10Y AUM Change+$351M (+331.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee159:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.