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David Allen Siemer

Investment adviser representative at Wave Digital Assets LLC
15 yearsExperience
1 stateRegistered in
$91.9MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Wave Digital Assets LLCJan 2025 to now
  2. Wavemaker GenesisJan 2018 to now
  3. Wavemaker PartnersMay 2014 to now
  4. Siemer VenturesJul 2011 to now
  5. Bond Lane Partners, LLCJun 2018 to Nov 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (CA).

Wave Digital Assets LLC

$91.9MAssets managed
22Clients
4Advisers
5 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
5023434
Firm CRD
305726
Advisor's SEC record (opens in a new tab)
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