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Nathan Vaughn Harrell

Wave8 Wealth Management LLC

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About Nathan Vaughn Harrell

Nathan Vaughn Harrell is an investment advisor representative registered with Wave8 Wealth Management LLC. Nathan has been in the financial industry since 2014, providing investment advisory services to individuals and pooled investment vehicles. Nathan has passed the Uniform Investment Adviser Law Examination and is registered with the state of Colorado.

Firm Information

Nathan Harrell is currently registered with Wave8 Wealth Management LLC. Wave8 Wealth Management LLC is a registered investment advisor with 1 licensed agent and 3 investment advisor representatives. They manage approximately $1,306,168 in assets for 1 client. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.

$1.31M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nathan Harrell’s Registration & Firm History

CO

10/08/2024 - Present

Wave8 Wealth Management LLC (Longmont CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Vaughn Harrell.
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