1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEW WAVE WEALTH ADVISORS

Map pinSPRINGDALE, AR
Phone(479) 877-2525
NotebookSEC #801-126788
Total AUM
$386.8M
Employees
7
Clients
516

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4403 S THOMPSON ST, STE 1
SPRINGDALE
AR 72764
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
(479) 877-2525
Other Offices
1

ReceiptFinancials

Total AUM
$386.8M
Accounts
1,256
Discretionary
$386.8M
Accounts
1,256
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
385
AUM
$106.2M
HNW Individual Clients
111
AUM
$277M
Pension/Profit Sharing Plan Clients
5
AUM
$2.5M
Corporation or Business Clients
15
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLAMOTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account