Waverley Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Waverley Wealth Management reports 114 clients. They include 70 high-net-worth individuals and 44 individual clients. Of its assets, 100.0% ($201M across 359 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 9% |
| High-net-worth individuals | 61% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 44 | $19.1M | 9.5% | $434K |
| High-net-worth individuals | 70 | $182M | 90.5% | $2.6M |
| Total | 114 | $201M | 100% | $1.76M |
- Clients
- 44
- Regulatory AUM
- $19.1M
- AUM share
- 9.5%
- Avg. per client
- $434K
- Clients
- 70
- Regulatory AUM
- $182M
- AUM share
- 90.5%
- Avg. per client
- $2.6M
Total
- Clients
- 114
- Regulatory AUM
- $201M
- AUM share
- 100%
- Avg. per client
- $1.76M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Waverley Wealth Management charges 0.50%–1.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Fee details and sources
Martin Bicker owns 75% or more of Waverley Wealth Management. The leadership team of Waverley Wealth Management includes Chief Compliance Officer Martin Bicker. It has 2 employees.
Leadership
Martin BickerManaging Member & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Waverley Wealth Management LLC
Martin Bicker
Control person · since December 2010
Waverley Wealth Management’s regulatory assets grew 1.7× from $120M (February 2022) to $201M (January 2026); clients rose from 95 to 114 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $201M | 114 | 2 | 1 |
| January 2025 | $147M | 116 | 2 | 1 |
| January 2024 | $122M | 114 | 2 | 1 |
| January 2023 | $108M | 109 | 2 | 1 |
| February 2022 | $120M | 95 | 2 | 1 |
Besides its headquarters, Waverley Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 2570 W. El Camino Real, Suite 680, Mountain ViewHQ
Contact and registration details
- Legal name
- Waverley Wealth Management LLC
- Headquarters
- 2570 W. El Camino Real, Suite 680, Mountain View, CA 94040
- Website
- waverleywealth.com
- Phone
- 650-559-9700
- @waverley-wealth-management
- SEC file
- 801-123471
- Founded
- 2010
- Structure
- California LLC
- Fiscal year end
- December
Waverley Wealth Management uses Charles Schwab ($201M) as custodian for its separately managed accounts. Waverley Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $201M100%
At year end, Waverley Wealth Management’s separately managed accounts were mostly in funds (60%) and stocks (33%).
What the accounts hold
- Stocks33%
- Exchange-traded equities31%
- Non-exchange-traded equities2%
- Funds60%
- Bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Sovereign bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Waverley Wealth Management have?
Waverley Wealth Management has 114 clients and manages $201 million for them, as of January 2026. They include 70 high-net-worth individuals and 44 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 January 2026
What services does Waverley Wealth Management offer?
Waverley Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Waverley Wealth Management charge?
Waverley Wealth Management charges 0.50%–1.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: FORM ADV PART 2A - FIRM BROCHURE - WAVERLEY WEALTH MANAGEMENT, filed 23 January 2026
Which custodians does Waverley Wealth Management use?
Waverley Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $201M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026
How many financial advisors does Waverley Wealth Management have?
Waverley Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Waverley Wealth Management invest in?
At the end of its last fiscal year, Waverley Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 3% cash and equivalents, 2% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% sovereign bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Waverley Wealth Management have a minimum investment?
Yes, Waverley Wealth Management’s minimum account size for its Comprehensive Portfolio Management is $500K.
Source: FORM ADV PART 2A - FIRM BROCHURE - WAVERLEY WEALTH MANAGEMENT, filed 23 January 2026
Who owns Waverley Wealth Management?
Waverley Wealth Management’s direct owner is Martin Bicker (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 January 2026
How does Waverley Wealth Management get paid?
Waverley Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Waverley Wealth Management?
Waverley Wealth Management’s main office is at 2570 W. El Camino Real, Suite 680, Mountain View, CA 94040. Its phone number is 650-559-9700. Its website is waverleywealth.com.