Wealth Management
Wealth Management for Digital Asset Investors with a Regulated Investment Manager
Wave Treasury
Wave Financial is an investment adviser registered in good standing with the State of CA CRD 305726. We offer crypto investors a complete solution for the investment management of digital assets. We ensure that assets are protected, growing, and generating income.

Our Strategies and Services
Digital Asset Lending Program
- Wave’s extensive network of counterparties allows us to lend digital assets at premium yields to allow clients to put idle assets to work without losing exposure to potential appreciation
- Wave works with the client to evaluate their optimal risk profile, then builds a loan structure using collateral, term, and counterparty risks to fit the client’s needs.
Investment Advisory & Liquidity Management
- Our unparalleled digital asset management expertise is shared with clients. Wave provides risk management, investment analysis, and portfolio structure advice.
- We also use our counterparty relationships to assist clients in acquiring and structuring digital asset loans.
Managed/Premium Asset Disposal Program
- Secure, managed and confidential liquidations of digital assets for corporate and HNW clients
- Managed Asset Disposal Program liquidates assets on 1-5 day timelines, with constant oversight by Wave’s trading team to ensure optimal timing and volume.
- Premium Asset Disposal Program liquidates assets on 1-36 week timelines, using call options to sell at optimal prices while generating yield.
Derivative Strategies
- Wave leads the market in using derivatives for income and incremental growth in crypto holdings.
Derivative Yield Program (commodity pool operator exempted program) converts digital asset volatility into attractive yields.
Why us
Registered Investment Advisor
Low Fees
1%
Liquidity Services
Separately Managed Accounts
Investment Experience
Best in Class Service Providers and Counterparties
per annum
advisory fee on assets under management
of option premiums
generated using Wave’s Derivative Strategies
Client Case Study
Crypto Lending
Seek to generate an attractive risk adjusted yield with stablecoin lending
Being a Registered Investment Advisor also keeps our fee structure simple – we have no performance fees, so our clients keep all the upside
Risk Management
Wave rigorously applies our asset management expertise to risk analysis. As a Registered Investment Advisor*, we take our fiduciary duty very seriously.
Backtesting
Monitoring
Credit Underwriting
Credit Committee
Allocate your capital
with us
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Other products and services
Income Fund
Real Asset Fund
Wave Whiskey 2020 Digital Fund, the world’s first tokenized whiskey barrel fund that captures value appreciation associated with the aging of Kentucky whiskey, designed to be recession resistant
Active VC Fund
Protocol Inventory Management
**Tokenized Staking Fund for your Protocol