David
Siemer

Wave Digital Assets LLC

CRD#5023434
Investment Advisor
in Los Angeles, CA

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About this Advisor

David Siemer is a financial advisor operating in Los Angeles, California with 3 years of relevant experience. Siemer is an advisor for Wave Digital Assets LLC. During their career, Siemer has held roles at Siemer & Associates, LLC, Bond Lane Partners, LLC, Siemer Ventures, Wavemaker Partners, Wavemaker Genesis, Wave Financial LLC (Crd 305726) and Wave Financial LLC (Crd 292343). Siemer maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to operate in California. Wave Digital Assets LLC is an advisory company headquartered in Los Angeles, CA. It controls $233 million in assets under management across its 20 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 20 customer accounts, 20% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a wide 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. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types charged by Wave Digital Assets LLC can consist of any blend of asset-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

12400 Wilshire Boulevard
Los Angeles, CA 90025

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Wave Digital Assets LLC Brokerage Details

Total Assets Under Management

$233,382,406

CA Average: $7,578,581,321
Total Number of Employees

36

CA Average: 43
Total Number of Accounts

20

CA Average: 3,727
Average Account Size

$11,669,120

CA Average: $2,033,427

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

David Siemer Work History

David has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Wave Financial LLC (Crd 305726)

2018 - Present (6 years)

Wavemaker Genesis

2018 - Present (6 years)

Wave Financial LLC (Crd 292343)

2014 - Present (10 years)

Wavemaker Partners

2011 - Present (13 years)

Siemer Ventures

2018 - 2018 (< 1 year)

Bond Lane Partners, LLC

2008 - 2016 (8 years)

Siemer & Associates, LLC

*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 David Siemer 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

Henry Elder
Los Angeles, CA
Benjamin Tsai
Los Angeles, CA
Nauman Sheikh
Los Angeles, CA
Samuel Eisner
Los Angeles, CA
Zhujie Lu
Los Angeles, CA
Heidi Pease
Los Angeles, CA
Jomjai Srisomburananont
Los Angeles, CA
Umed Saidov
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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