Clear Wave Wealth Management, LLC: new SEC registration, $617M AUM, Red Bank, NJ
Clear Wave Wealth Management, LLC (Red Bank, New Jersey): new SEC registration, $617M AUM, Red Bank, NJ. Its amount of 617 is top-decile (91st percentile of 1,149 records). Dated 357 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 617 · 91th percentile of 1,149 NewRiaPulse records · 4.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Clear Wave Wealth Management, LLC |
| Legal name | Clear Wave Wealth Management, LLC |
| CRD | 338582 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-08-13 |
| Location | Red Bank, NJ, United States |
| Regulatory AUM | $617,000,000 |
| Accounts | 913 |
| Employees | 3 |
| Website | https://www.clearwavewealthmanagement.com/ |
| amount percentile | 91th of 1,149 (median 134, 4.6x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Sage Residential Management LLC · Tap Root Capital Management LP · West Horizon Capital · Certum Group · Revel Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Clear Wave Wealth Management, LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Clear Wave Wealth Management, LLC's amount: 91st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $617M under management.
- Website on file.
What is the NewRiaPulse record for Clear Wave Wealth Management, LLC in Red Bank, New Jersey?
Clear Wave Wealth Management, LLC received SEC registration as an investment adviser (2025-11-13) with $617,000,000 in regulatory assets under management, based in Red Bank, NJ.
How does Clear Wave Wealth Management, LLC compare to other New Jersey NewRiaPulse records?
This is a top-decile record: its amount of 617 is 4.6x the median of 134 across 1,149 records. It is 357 days old; check the official source for later updates before acting.
Clear Wave Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Clear Wave Wealth Management, LLC | Red Bank, NJ | 617 | 91st | 2025-11-13 |
| Whiterock Wealth Design, LLC | Fayetteville, AR | 633 | 91st | 2026-06-04 |
| Florida Atlantic Securities Corp. | Miami, FL | 590 | 90th | 2026-08-05 |
| Banyan Tree Advisors Pvt. LTD. | Bangalore | 562 | 90th | 2026-08-20 |
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NewRiaPulse: $500M-$1B NewRiaPulse: records in New Jersey NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.