Gerard Barile
Investment adviser representative at Wave Digital Assets LLC
13 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
13 years in the industry.
- Wave Digital Assets LLCFeb 2022 to now
- LukkaJun 2021 to Feb 2022
- Kaiser PermanenteOct 2020 to Jun 2021
- Slalom ConsultingJun 2018 to Oct 2020
- AccentureDec 2013 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7722275
- Firm CRD
- 305726