MOUNTAIN VIEW, CACRD 156023Latest ADV January 23, 2026
Waverley Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mountain View, CA. Its latest Form ADV filing, dated January 23, 2026, reports $201M in regulatory assets under management, 2 employees, and 359 accounts.
Assets Under Management
$201M
Employees
2
Offices
--
Total Clients
114
Primary office
MOUNTAIN VIEW, CA
2570 W. EL CAMINO REAL, SUITE 680, MOUNTAIN VIEW, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.4% of total clients.
Top client categories% of clientsClients
1
HNWI
61.4%
70
2
Individuals
38.6%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$201Mas of January 23, 2026
Discretionary100.0%
$201M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$201M
Total Accounts359
10Y AUM Change+$81M (+68.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee57:1
10Y Employee Change0 (0.0%)
* 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.