Matthew Davis Madison
Investment adviser representative at Wave Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$134.2MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wave Wealth Management, LLCSep 2025 to now
- Ameriprise Financial Services, LLCSep 2022 to Aug 2025
- Nylife Securities LLCAug 2022 to Aug 2022
- New York Life Insurance CompanyJul 2022 to Aug 2022
- Cy-fair HighschoolAug 2021 to May 2022
- Texas A&m UniversityJul 2017 to Jul 2022
- Southwest Christian SchoolAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wave Wealth Management, LLC
$134.2MAssets managed
62Clients
2Advisers
1 yearIn 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
- 7564492
- Firm CRD
- 285079