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| New Wave Wealth Advisors LLC
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|---|---|
| CRD # | 323414 |
| SEC # | 801-126788 |
| CIK # | 0002035324 |
| AUM | 386.8 M (2026-02-06) |
| Employees | 7 (57% Investors, 29% Brokers) |
| Phone | 479-877-2525 |
| Address | 4403 S Thompson St, Ste 1 Springdale, AR 72764 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 35.0 | ||
| Nvidia Corp | 4.7 | ||
| Tyson Foods Inc | 4.6 | ||
| Apple Inc | 3.9 | ||
| Alphabet Inc | 3.0 | ||
| Microsoft Corp | 2.8 | ||
| Amazon Com Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 385 | 106.2 |
| (b) Individuals (high net worth individuals) | 111 | 277.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,256 | 386.8 |
| By Discretionary | ||
| Discretionary | 1,256 | 386.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,256 | 386.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.8 | |
| Total | 1,256 | 386.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035324] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hassell Wealth Management LLC
✚
|
LA | 387.4 M |
|
Soundview Advisors Inc
✚
|
WA | 387.2 M |
|
MacroView Investment Management LLC
✚
|
MD | 387.1 M |
|
Lewis Asset Management LLC
✚
|
CA | 387.1 M |
|
Balance Wealth Partners LLC
✚
|
OH | 386.7 M |
|
1836 Asset Management LLC
✚
|
TX | 386.6 M |
|
Skyline Advisors Inc
✚
|
WA | 386.5 M |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 386.4 M |
|
Cannon Capital Management Inc
✚
|
UT | 386.1 M |
|
TAPP Finance Inc
✚
|
386.0 M |