Overview
Assets Under Management: $315 million
Headquarters: SPRINGDALE, AR
High-Net-Worth Clients: 170
Average Client Assets: $1 million
Frequently Asked Questions
NEW WAVE WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323414), NEW WAVE WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
NEW WAVE WEALTH ADVISORS LLC is headquartered in SPRINGDALE, AR.
NEW WAVE WEALTH ADVISORS LLC serves 170 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, NEW WAVE WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
NEW WAVE WEALTH ADVISORS LLC manages $315 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, NEW WAVE WEALTH ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 170
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,253
Discretionary Accounts: 1,253
Regulatory Filings
CRD Number: 323414
Last Filing Date: 2025-02-18 00:00:00
Website: https://newwavewealthadvisors.com