WAVERLY ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$29,872,072,116
Discretionary
$25,221,716,945
Non-discretionary
$4,650,355,171
Firm details
- CRD number
- 115332
- SEC file number
- 801-60741
- Main office
- BIRMINGHAM, AL, United States
- Employees
- 414
- SEC status
- Approved
- Website
- HTTPS://WWW.WAVERLY-ADVISORS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.