New Wave Financial Services, LLC

EST. AUM
$121,574,578

CONTACTS
1

CLIENT ACCOUNTS
234

Firm Details

Metro area Los Angeles
CRD Number 173224
Website newwavefs.com
Client types

Overview

New Wave Financial Services, LLC is a California-based registered investment adviser. The firm provides comprehensive wealth management and financial planning services to professionals, business owners, and families, particularly those in the technology and entertainment industries. Its approach integrates investment management with financial planning and tax preparation, offering a unified strategy for long-term financial growth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

New Wave Financial Services, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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