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NEW Wave Wealth Advisors

Headquartered in SPRINGDALE, AR

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Firm Information

NEW Wave Wealth Advisors is an investment advisor registered with the SEC and located in SPRINGDALE, AR. They primarily advise individuals, corporations, and pension plans and have approximately $315 million in regulatory assets under management. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses.

NEW Wave Wealth Advisors

4403 S THOMPSON ST, STE 1

SPRINGDALE, AR 72764

$315.01M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

NEW WAVE WEALTH ADVISORS has a total of 3 branch locations across the country.
location

SPRINGDALE, AR

location

Springdale, AR

location

Bentonville, AR

Advisors at NEW Wave Wealth Advisors

View All 6 Advisors
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Dustin Heath Stanley

RA

Springdale, AR

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Miranda Dawn Dubberly

RA

SPRINGDALE, AR

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Jacqueline Fenix Rogers

CFP®, RA

SPRINGDALE, AR

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Tomek Andrzej Siwiec

RA

Springdale, AR

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Unclaimed
Caleb Levi Smith

RA

SPRINGDALE, AR

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Hannah Elizabeth Stanley

RA

Springdale, AR

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Unclaimed
Kelly Sue Penn

RA

SPRINGDALE, AR

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Disclosures

There are no public disclosures for NEW Wave Wealth Advisors.

Frequently Asked Questions (8)

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