Clear Wave Wealth Management, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 338582
· SEC file 801-134561
· Red Bank, NJ
· www.clearwavewealthmanagement.com
☆ Save with Pro
ADV data as of Jan 22, 2026
- Regulatory AUM
- $617M
- Discretionary
- $524M
- Clients
- 142
- Avg AUM / client
- $4.3M
- Accounts
- 913
- Employees
- 3
AUM over time
$0
$617M
Sep 15, 2025
Jan 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 29 | $12.3M | 1.99% |
| High net worth individuals | 113 | $605M | 98.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Michael Gallo | Registered representative | CFA | Nov 2025 (1y) | |
| Matthew Frank Wilk | Registered representative | CFP | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/22/2026 | 862 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗