Benjamin
Tsai
Wave Digital Assets LLC
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About this Advisor
Benjamin Tsai is a financial advisor based out of Los Angeles, California who has 3 years of relevant experience. Tsai is an advisor for Wave Digital Assets LLC. Throughout their career, they have worked at Alliancebernstein, Beem Holdings, Moneage Advisors, LLC (Dba Wave Financial LLC Crd 292343) and Wave Financial LLC (Crd 305726). Tsai maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in California. Wave Digital Assets LLC is a company that has its headquarters in Los Angeles, CA. It manages $233 million in assets under management across its 20 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 20 accounts, 20% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters and other services. Financial advisory fees usually are based on which service is offered. However, fees billed by Wave Digital Assets LLC can be comprised of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wave Digital Assets LLC Brokerage Details
$233,382,406
36
20
$11,669,120
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
Benjamin Tsai Work History
Benjamin has been registered as a financial advisor for 3 years.*
Wave Financial LLC (Crd 305726)
Moneage Advisors, LLC (Dba Wave Financial LLC Crd 292343)
Beem Holdings
Alliancebernstein
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Tsai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wave Digital Assets LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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