New Wave Financial Services
New Wave Financial Services is an SEC-registered ria with $121.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns New Wave Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173224, SEC 801-134729, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $121.6M (2026-02-04)
- Firm type
- Ria
- Employees
- 1
- Clients
- 69
- CRD
- 173224
- Ownership
- MEYER, GREGORY, SCOTT
How much AUM does New Wave Financial Services have?
New Wave Financial Services reported $121.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns New Wave Financial Services?
Disclosed owners and executives of New Wave Financial Services include MEYER, GREGORY, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.