# Wave Wealth

> Mobile finance management app for viewing accounts, statements, and contacting advisors. (iPhone/iPad app by Wave Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/wave-wealth/id1442331905 (this page in markdown: same URL + `.md`)
- Developer: [Wave Wealth Management LLC](https://appshunter.io/developer/1442331904)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 12.0 · 1 MB
- Languages: American English
- Released: 2018-11-16
- Data updated: 2026-07-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wave-wealth/id1442331905/reviews.md

## What is Wave Wealth?

Keep all of your finances at your fingertips with the Wave Wealth mobile app. View and manage your accounts, access and download your Schwab statements, and contact your advisor.
 - Comprehensive financial picture
 - Document vault.
 - Face ID available.

## Key features

- Comprehensive financial overview
- Account management
- Schwab statement access
- Document vault
- Contact advisor
- Face ID authentication


## Frequently asked questions about Wave Wealth

### What is Wave Wealth?

Wave Wealth is a mobile application designed to provide users with a comprehensive financial picture. It allows you to view and manage your accounts, access Schwab statements, and communicate with your advisor.

### Is Wave Wealth secure?

Yes, Wave Wealth offers Face ID authentication for secure and quick access to your financial information. The app is designed to keep your financial data protected.

### What devices does Wave Wealth support?

Wave Wealth is available for iPhone, iPad, and iPod devices, ensuring accessibility across Apple's mobile ecosystem.

### How often is Wave Wealth updated?

Wave Wealth was last updated on January 31, 2025, indicating regular maintenance and potential feature enhancements to ensure optimal performance and security.

### Can I access my Schwab statements through Wave Wealth?

Yes, a key feature of Wave Wealth is the ability to access and download your Schwab statements directly through the app, simplifying document management.

### What is the user rating for Wave Wealth?

Wave Wealth has an excellent rating of 5.0 stars based on 3 user reviews, suggesting a high level of user satisfaction with the app's functionality and performance.

### Does Wave Wealth have ads?

No, Wave Wealth does not contain advertisements, providing an uninterrupted user experience for managing your finances.

### What is the age rating for Wave Wealth?

Wave Wealth has an age rating of 4+, making it suitable for users of all ages to manage their financial information.

## Version history (last 5 releases)

### 6.1 — 2025-01-31

Change app name to 'Wave Wealth'

### 6.0 — 2024-11-27

Convenient, secure access to view your accounts
 - Track your net worth including your managed investment portfolios
 - View each of your accounts individually to further analyze performance, allocations and more
 - Streamline communication with your financial advisor using two-way document sharing via the secure vault
 - Receive notifications when your advisor has posted a document to your vault

### 5.14.0 — 2024-09-07

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.2 — 2023-11-28

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-05.*