Investment adviser · CRD 156023
WAVERLEY WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
MOUNTAIN VIEW, CA, United States · Form ADV filed Jan 23, 2026
- Regulatory AUM
- $201M Form ADV · Item 5.F
- Client accounts
- 359 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 70 | $182,061,544 | 90.5% |
| Individuals | 44 | $19,090,514 | 9.5% |
Filing source
Form ADV 2042957 · Jan 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
2570 W. EL CAMINO REAL, SUITE 680MOUNTAIN VIEW, CA, 94040, United States
CRD 156023
Filing source
Form ADV 2042957 · Jan 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.