Benjamin
Tsai

Wave Digital Assets LLC

CRD#6915217
Investment Advisor
in Los Angeles, CA

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About this Advisor

Benjamin Tsai is a financial advisor based in Los Angeles, California, working with Wave Digital Assets LLC. Benjamin has previously held positions at Alliancebernstein, Beem Holdings, Moneage Advisors, LLC (Dba Wave Financial LLC Crd 292343), and Wave Financial LLC (Crd 305726). Benjamin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Benjamin 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 65

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

Benjamin Tsai Work History

2019 - Present (6 years)

Wave Financial LLC (Crd 305726)

2018 - Present (7 years)

Moneage Advisors, LLC (Dba Wave Financial LLC Crd 292343)

2016 - Present (9 years)

Beem Holdings

2013 - 2016 (3 years)

Alliancebernstein

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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

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