Firm profile

WAVE DIGITAL ASSETS LLC

LOS ANGELES, CACRD 305726Latest ADV March 31, 2026

Wave Digital Assets LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $92M in regulatory assets under management, 33 employees, and 22 accounts.

Assets Under Management
$92M
Employees
33
Offices
--
Total Clients
22
Primary office
LOS ANGELES, CA
12400 WILSHIRE BOULEVARD, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid A. Siemer
CCONicole Trudeau
COOJennifer W. Anderson

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 81.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
81.8%
18
2
HNWI
9.1%
2
3
Charitable
4.5%
1
4
Corporations
4.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$92Mas of March 31, 2026
Discretionary100.0%
$92M
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$92M
Total Accounts22
10Y AUM Change$-448M (-83.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees33
Clients per Employee1:1
10Y Employee Change+22 (+200.0%)

* 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.