Clear Wave Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated January 22, 2026, reports $617M in regulatory assets under management, 3 employees, and 913 accounts.
Assets Under Management
$617M
Employees
3
Offices
--
Total Clients
142
Primary office
RED BANK, NJ
331 NEWMAN SPRINGS ROAD, BUILDING 3, 2ND FLOOR SUITE 320, RED BANK, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.6% of total clients.
Top client categories% of clientsClients
1
HNWI
79.6%
113
2
Individuals
20.4%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$617Mas of January 22, 2026
Discretionary85.0%
$524M
85% of total RAUM85.0%
Non-discretionary15.0%
$93M
15% of total RAUM15.0%
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.
Total AUM$617M
Total Accounts913
10Y AUM Change+$617M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
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.