Heidi Pease is a registered investment advisor at Wave Digital Assets LLC, based in Los Angeles, CA, with 4 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 30 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wave Digital Assets generally receives management fees ranging from 0.1% to 2.0% annually, based on the value of assets under management. Fees are paid monthly or quarterly. One client paid a 5.0% upfront management fee related to a long-term buy and hold strategy. Fees are negotiated and may vary depending on account size, management style, and investment restrictions.
Location
12400 Wilshire Boulevard, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heidi is a cofounder of Proof-of-Art, assisting artists with business logistics since 2018. This takes a few hours per week, with no time spent during securities trading.
Employment History
Current Registrations
Wave Digital Assets LLC
State Registrations1 state
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