New Wave Financial Services, LLC
● SEC registered since 2025CRD 173224SEC# 801-134729
Reg. AUM
$121.6M
Employees
1
Accounts
234
Location
—
New Wave Financial Services, LLC assets under management
New Wave Financial Services, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $121.6 million in regulatory assets under management and employs 1 people.
New Wave Financial Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Scott Meyer Control | Principal/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does New Wave Financial Services, LLC manage?
New Wave Financial Services, LLC reports $121.6 million in regulatory assets under management on its Form ADV.
How many employees does New Wave Financial Services, LLC have?
New Wave Financial Services, LLC reports 1 employees.
Does New Wave Financial Services, LLC disclose fund performance?
New Wave Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 213-316-8641 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.6M▲ 8%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$121.6Mregulatory AUM
Discretionary $121.6M