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Home > Retirement Planners > arkansas > springdale > NEW WAVE WEALTH ADVISORS
NEW WAVE WEALTH ADVISORS
4403 S Thompson St, Ste 1
Springdale, Arkansas 72764
Tel: (479) 877-2525
About NEW WAVE WEALTH ADVISORS
NEW WAVE WEALTH ADVISORS, formally registered with the SEC as NEW WAVE WEALTH ADVISORS. The firm was established in 10/25/2022. They have over 2 offices throughout the country.
NEW WAVE WEALTH ADVISORS is a Springdale, Arkansas based Financial Planning firm with nearly $315,005,818 assets under management, offering retirement planning & investment advisory services to 1253 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323414 |
| SEC# | 801-126788 |
| Assets Managed by Firm | $315,005,818 |
| No. of Clients | 1253 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1253 | $315,005,818 |
| Individuals (other than high net worth individuals) | 273 | $43,110,133 |
| High net worth individuals | 170 | $249,523,097 |
| Pension and profit sharing plans | 3 | $3,951,486 |
| Corporations or other businesses | 13 | $18,421,102 |
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