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

More Retirement Planning firms in Springdale, Arkansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STEPHENS 111 Center St Little Rock, AR, 72201	$14,783,890,572	21924	629
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC 111 Center Street Little Rock, AR, 72201	$7,463,667,271	162	23
SOWELL MANAGEMENT 5320 Northshore Drive North Little Rock, AR, 72118	$3,329,402,135	13257	157
ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,593,400,723	7674	252
36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4

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