Managing Partner · Clear Wave Wealth Management, LLC
Matthew F. Wilk
CRD 5011737 · Named on Form ADV at one SEC-registered adviser
At a glance
Clear Wave Wealth Management, LLC, an SEC-registered wealth manager based in Red Bank, NJ with $617 million in regulatory assets, lists Matthew F. Wilk on its Form ADV as Managing Partner, a control person.
Firms and roles
- Clear Wave Wealth Management, LLCManaging PartnerWealth manager · Red Bank, NJ · $617M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joseph M. GalloManaging Partner, Clear Wave Wealth Management, LLC
- Colette V. TatarenkoChief Operating Officier and CCO, Clear Wave Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.