Martin Bicker

WAVERLEY WEALTH MANAGEMENT LLC

MOUNTAIN VIEW, CA 94040

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CRD#: 5597861

Professional summary

Martin Bicker, who also goes by Martin [none] Bicker, is a registered financial advisor currently at WAVERLEY WEALTH MANAGEMENT LLC located in Mountain View, California.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Martin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Martin [none] Bicker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. BICKER & COMPANY CPAS INC.; NOT INVESTMENT-RELATED; 2570 W. EL CAMINO REAL, SUITE 200 MOUNTAIN VIEW, CA 94040; CERTIFIED PUBLIC ACCOUNTANT (CPA) FIRM; PRESIDENT; SINCE 1995; 50% OF HIS TIME. 2. INSPIRATO LLC; NOT INVESTMENT-RELATED; 1637 WAZEE STREET, SUITE 400, DENVER, CO 80202; PRIVATE VACATION CLUB; INDEPENDENT CONTRACTOR; AUGUST 2015; 0 HOURS PER MONTH; 0 TRADING HOURS PER MONTH; GENERAL MARKETING OF MEMBERSHIP PRODUCTS AND SERVICES TO PROSPECTIVE LEADS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Bicker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 11, 2011 - Present

WAVERLEY WEALTH MANAGEMENT LLC

Office #1: 2570 W. El Camino Real, Suite 200, Mountain View, CA 94040

RIA

CRD#: 156023

MOUNTAIN VIEW, CA

Past

September 29, 2008 - March 25, 2011

MARTIN THOMAS WEALTH MANAGEMENT

RIA

CRD#: 148465

LOS ALTOS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WAVERLEY WEALTH MANAGEMENT LLC

CRD#: 156023 / SEC#: 801-123471

RIA

Registered Investment Advisory firm - (3/17/2022 Approved)

California

Registered Investment Advisory firm - (2/14/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/11/2011)

IAR

Texas
(1/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/30/2008

Uniform Investment Adviser Law Examination

Current Firm

WAVERLEY WEALTH MANAGEMENT LLC

CRD#: 156023 / SEC#: 801-123471

RIA

Registered Investment Advisory firm - (3/17/2022 Approved)

California

Registered Investment Advisory firm - (2/14/2025 Terminated)

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Contact information

Main Address

2570 W. El Camino Real Suite 680, Mountain View, CA 94040

Mailing Address

Phone number

(650) 559-9700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - WAVERLEY WEALTH MANAGEMENT (1/21/2025)

Regulatory assets under management

Total Number of Accounts	359
AUM (Assets Under Management)	$ 147,063,828

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Martin Bicker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Bicker's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAVERLEY WEALTH MANAGEMENT LLC

MARTIN THOMAS WEALTH MANAGEMENT

Primary Firm SEC Registration

WAVERLEY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/30/2008

Current Firm

WAVERLEY WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAVERLEY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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