Martin Bicker has been Managing Member & Chief Compliance Officer of Waverley Wealth Management since December 2010, is a control person of the firm and directly owns 75% or more of it. Martin Bicker holds a BS in Business Administration from San Jose State University.
Waverley Wealth Management LLC is a Mountain View, CA firm with $201M under management, 114 clients and 2 advisers in one office, as of its January 2026 filing.
Martin Bicker is Financial Consultant of Waverley Wealth Management. He brings more than 25 years of experience as a financial consultant, tax strategist and estate planning advisor. Before founding the firm, he established Bicker & Co. CPAs, Inc, which serves small businesses and high net worth individuals.
Martin Bicker’s longest registration is the current one, 15 years at Waverley Wealth Management since 2011. Before joining Waverley Wealth Management in 2011, Martin Bicker was registered through Martin Thomas Wealth Management.
- – present · 15 yearsMountain View, CA · Adviser representative · Firm CRD 156023
- Martin Thomas Wealth Management– · 2 yearsLos Altos, CA · Adviser representative · Firm CRD 148465
Professional designations
Listed by Waverley Wealth Management
- CPA
Investment adviser representative registrations
Martin Bicker is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2011; the most recent is Texas, in January 2023.
- CaliforniaSince 11 April 2011
- TexasResidentSince 12 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2008 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5597861
- Firm
- Waverley Wealth Management · CRD 156023
- Role
- Managing Member & Chief Compliance Officer
- Office
- 2570 W. EL CAMINO REAL, SUITE 680, Mountain View, CA 94040
- Registration
- Investment adviser registration
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waverleywealth.com
Where does Martin Bicker work?
Martin Bicker has been Managing Member & Chief Compliance Officer of Waverley Wealth Management LLC since December 2010, and is a control person of the firm.
Is Martin Bicker a financial advisor?
Yes. Martin Bicker has a current investment-adviser registration in California and Texas, through Waverley Wealth Management since April 2011.
How many years of experience does Martin Bicker have?
Martin Bicker has 18 years in the financial industry, since October 2008, across 2 adviser firms.
What exams has Martin Bicker passed?
Martin Bicker passed the Series 65 in October 2008.
Where did Martin Bicker work before Waverley Wealth Management?
Before Waverley Wealth Management, Martin Bicker was registered through Martin Thomas Wealth Management, September 2008 to March 2011.
Where is Martin Bicker based?
Martin Bicker’s registered office is in Mountain View, CA.
Is Martin Bicker registered with FINRA?
No. Martin Bicker has no current broker registration.
How can I verify Martin Bicker’s record?
Search CRD 5597861 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Bicker’s full registration record.