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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WAVE WEALTH MANAGEMENT, LLC

CRD 285079

FRISCO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dcc36f67-52a1-44c2-bf9a-3fc3d3e0326a

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 12, 2016 to Feb 23, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $134MItem 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $134M
Private client RAUM: $134MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $67.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 447
High net worth clients: 62
Custody, client assets: $746,000
SEC number: 801-131305
CRD: 285079
Filings on the tape: 13
First filed: Sep 12, 2016
Latest filed: Feb 23, 2026
Organised: Limited Liability Company, TX
Website: wavewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BENJAMIN ARNOTT JONES	Certified Financial Planner	FRISCO, TX	9	18	2	no
Matthew Davis Madison	n/a	FRISCO, TX	1	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JONES, BENJAMIN, ARNOTT	MEMBER, PRESIDENT, FOUNDER, AND CHIEF COMPLIANCE OFFICER	E	yes	10/2016	Oct 3, 2016	Sep 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 23, 2026	$134M	$134M	2	2	0	n/a	n/a
2024	Feb 6, 2025	$117M	$116M	3	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$134M	$117M	15.1%	n/a	n/a	2	3	0	0

Relationships

Registered with (4)

← Matthew Davis MadisonAdvisorregistration: current employment
Sep 15, 2025 to presentfactForm ADV
← BENJAMIN ARNOTT JONESAdvisorregistration: current employment
Mar 14, 2017 to presentfactForm ADV
← JARROD PAUL CRAWFORDAdvisorregistration: previous registration
Jan 6, 2017 to Apr 4, 2023factForm ADV
← Ryan Brent ShankleAdvisorregistration: previous registration
Dec 21, 2021 to Apr 26, 2022factForm ADV

Controls (1)

← JONES, BENJAMIN, ARNOTTOwnerMEMBER, PRESIDENT, FOUNDER, AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 3, 2016 to Sep 16, 2024factForm ADV

Dated events

Occurred
Apr 4, 2023
Advisor changed firm
Jarrod Paul Crawford left Wave Wealth Management, Llc for Vanguard Advisers, Inc. (registered 2023-06-28)
Form ADVobserved 4 days ago
Occurred
Apr 26, 2022
Advisor changed firm
Ryan Brent Shankle left Wave Wealth Management, Llc for Morgan Stanley (registered 2022-11-15)
Form ADVobserved 4 days ago
Occurred
Sep 12, 2016
First Form ADV filing
Wave Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dcc36f67-52a1-44c2-bf9a-3fc3d3e0326a
First observed: Sep 12, 2016
Last observed: Feb 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WAVE WEALTH MANAGEMENT, LLC

CRD 285079

FRISCO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dcc36f67-52a1-44c2-bf9a-3fc3d3e0326a

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BENJAMIN ARNOTT JONES

Certified Financial Planner

FRISCO, TX

Matthew Davis Madison

n/a

FRISCO, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JONES, BENJAMIN, ARNOTT

MEMBER, PRESIDENT, FOUNDER, AND CHIEF COMPLIANCE OFFICER

yes

10/2016

Oct 3, 2016

Sep 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$134M

n/a

2024

Feb 6, 2025

$117M

$116M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$134M

$117M

15.1%

n/a