James Milton thomas Langer
Investment adviser representative at Wavvest Wealth
28 yearsExperience
1 stateRegistered in
CFADesignation
$339.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Wavvest WealthMar 2026 to now
- Redmont Wealth AdvisorsSep 2020 to now
- Advisory ResearchSep 1998 to Sep 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Wavvest Wealth
Legal name: Wavvest Wealth LLC
$339.9MAssets managed
144Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4445676
- Firm CRD
- 332096