Brendan King
Investment adviser representative at Wavvest Wealth
10 yearsExperience
1 stateRegistered in
$339.9MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wavvest Wealth LLCMay 2024 to now
- Wavvest Holdings Inc.May 2024 to now
- JPMorgan Chase Bank NAMar 2022 to Apr 2024
- JPMorgan Securities LLCMar 2022 to Apr 2024
- Bessemer Trust CompanyMay 2016 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7532417
- Firm CRD
- 332096