New Wave Wealth Advisors LLC
New Wave Wealth Advisors LLC is an SEC-registered investment adviser headquartered in Springdale, Arkansas. The firm was founded in 2018 and employs approximately 4-6 professionals, including principals and client advisors. New Wave Wealth Advisors serves individuals (including high-net-worth clients), pension and profit sharing plans, and businesses, providing comprehensive financial planning and investment management. The team leverages more than 100 years of collective experience to deliver personalized, fiduciary advice tailored to client goals, with a relationship-driven and transparent approach.
Investment Strategy
New Wave Wealth Advisors offers tailored investment management, specializing in tactical asset allocation, active portfolio management, risk management, and access to private equity opportunities. Their approach integrates tax strategies, equity event planning, and advice tailored around life events. Investment strategies adapt to client needs at each life and business stage, combining comprehensive financial planning with customized portfolios. As fiduciaries, the firm's investment philosophy emphasizes unbiased, transparent guidance that aligns their interests with those of clients, focusing on long-term preservation and growth of wealth through proactive management and monitoring.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMT | WALMART INC | 12.76% | $29.5M | 301,602 | $67.95 | $103.06 | $0 |
G GAPR | FIRST TR EXCHNG TRADED FD VI | 6.31% | $14.6M | 380,627 | $35.80 | $39.25 | $0 |
S SPY | SPDR S&P 500 ETF TR | 5.75% | $13.3M | 21,455 | $559.10 | $666.18 | +$37.9K |
Q QQQM | INVESCO EXCH TRADED FD TR II | 3.31% | $7.7M | 33,699 | $213.10 | $247.12 | $0 |
F FYC | FIRST TR EXCHANGE-TRADED ALP | 3.29% | $7.6M | 95,441 | $75.03 | $90.71 | $0 |