Vinnie Maliakkal
Wavvest · Chicago, Illinois
Vinnie Maliakkal is a fee-only financial advisor at Wavvest in Chicago, Illinois, who holds the CFP credential. Vinnie focuses on retirement planning, estate & legacy planning and tax planning. Wavvest reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Retirees
Facts
| Firm | Wavvest |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $339.9M across 144 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6456170 |
| Exams passed | Series 66 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wavvest.com |
| Profile |
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Questions about Vinnie
Is Vinnie Maliakkal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vinnie holds no broker registration, and Wavvest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vinnie charge for financial advice?
Vinnie's firm, Wavvest, reports charging a percentage of assets on its SEC Form ADV.
Where is Vinnie Maliakkal based?
Vinnie Maliakkal is based in Chicago, Illinois.
What does Vinnie specialize in?
Vinnie's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Vinnie works with multi-generational families, founders and retirees.
What credentials does Vinnie Maliakkal hold?
Vinnie Maliakkal holds the CFP credential.
Is Vinnie Maliakkal registered with the SEC?
Yes. Vinnie Maliakkal is registered as an investment adviser representative in IL (CRD 6456170), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wavvest manage?
Wavvest reports $339.9M across 144 accounts in assets under management.
How do I contact Vinnie Maliakkal?
Through Vinnie's website, www.wavvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wavvest website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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