Nauman
Sheikh
Wave Digital Assets LLC
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About this Advisor
Nauman Sheikh is a financial advisor who works out of Los Angeles, California who has 2 years of relevant experience. Sheikh is on the advisory team at Wave Digital Assets LLC. During their career, Sheikh has held roles at Credit Suisse Securities (Usa) LLC, Weild & Co, Chainhaus and Wave Financial, LLC. Sheikh has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in California. Wave Digital Assets LLC is a financial advisory business based out of Los Angeles, CA. It handles $233 million in total assets between its 20 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 20 customer accounts, 20% are associated with high-net-worth clients who have more than $1 million in assets. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters and other services. Fees charged by financial advisors largely vary depending on which services are provided. However, fees billed by Wave Digital Assets LLC can include some blend 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
Nauman Sheikh Work History
Nauman has been registered as a financial advisor for 2 years.*
Wave Financial, LLC
Weild & Co
Chainhaus
Credit Suisse Securities (Usa) 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 Nauman Sheikh 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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