Data / Investment advisers / New Jersey / Clear Wave Wealth Management, LLC
Clear Wave Wealth Management, LLC, Red Bank, NJ: $617 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Clear Wave Wealth Management, LLC is an SEC registered investment adviser with its main office in Red Bank, New Jersey and reports $617 million in regulatory assets under management in its Form ADV filed August 13, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 338582
- SEC file number
- 801-134561
- SEC status
- Approved, effective November 13, 2025
- Main office
- 331 Newman Springs Road Building 3, 2nd Floor Suite 320, Red Bank, NJ 07701
- Phone
- (862) 200-9438
- Website
- clearwavewealthmanagement.com
- Regulatory AUM
- $617,000,000 in the Form ADV filed August 13, 2026
- Discretionary AUM
- $524,450,000
- Non discretionary AUM
- $92,550,000
- Accounts
- 913
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 113 | $604.7 million |
| Individuals (other than high net worth individuals) | 29 | $12.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $617 million | January 22, 2026 |
| December 1, 2025 | Not listed | September 22, 2025 |
Other advisers in Red Bank
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lighthouse Financial Advisors, Inc. | Red Bank | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Atlas Private Wealth Advisors | Red Bank | $859.8 million | Not listed | adviserinfo.sec.gov |
| Shrewsbury River Capital LP | Red Bank | $757.5 million | 3 | adviserinfo.sec.gov |
| Blueshift Asset Management | Red Bank | $694.4 million | 1 | adviserinfo.sec.gov |
| Garden State Investment Advisory Services, LLC | Red Bank | $673.8 million | Not listed | adviserinfo.sec.gov |
| Shorehaven Wealth Partners, LLC | Red Bank | $541.5 million | Not listed | adviserinfo.sec.gov |
| Wbi Investments, LLC | Red Bank | $539.6 million | Not listed | adviserinfo.sec.gov |
| Princeton Capital Management LLC | Red Bank | $435.5 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Red Bank, NJ
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Clear Wave Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.