Samuel
Eisner

Wave Digital Assets LLC

CRD#7288977
Investment Advisor
in Los Angeles, CA

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About this Advisor

Samuel Eisner is a financial advisor based in Los Angeles, California, working with Wave Digital Assets LLC. Samuel has previously held positions at Equitable Advisors, LLC, The Tusker Fund, Marsh & Mclennan, Democracy Earth Foundation, Eisner Gorin LLP, Camp Fun Time, University of California, Berkeley, Oakwood School, and Wave Financial Group, LLC. Samuel has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Samuel is part of Wave Digital Assets LLC, which operates out of Los Angeles, California. The firm has 37 employees and manages assets totaling $335.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Wave Digital Assets LLC includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

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

$335,844,190

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

37

CA Average: 43
Total Number of Accounts

31

CA Average: 3,727
Average Account Size

$10,833,684

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

Samuel Eisner Work History

2021 - Present (3 years)

Wave Financial Group, LLC

2020 - 2021 (1 year)

Equitable Advisors, LLC

2019 - 2019 (< 1 year)

The Tusker Fund

2019 - 2019 (< 1 year)

Marsh & Mclennan

2018 - 2018 (< 1 year)

Democracy Earth Foundation

2018 - 2018 (< 1 year)

Eisner Gorin Llp

2017 - 2017 (< 1 year)

Camp Fun Time

2016 - 2020 (4 years)

University Of California, Berkeley

2012 - 2016 (4 years)

Oakwood School

Disclosures

Please visit the SEC profile of Samuel Eisner 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

Benjamin Tsai
Los Angeles, CA
Nauman Sheikh
Los Angeles, CA
Heidi Pease
Los Angeles, CA
Samuel Eisner
Los Angeles, CA
Zhujie Lu
Los Angeles, CA
Umed Saidov
Los Angeles, CA
Marcus Peters
Los Angeles, CA
David Siemer
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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