Nextwave Advisors
RIAState Registered
Total AUM
$14.6M
Discretionary
$14.6M
100% of AUM
Avg account
$165K
Accounts
88
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 308432
- Website
- www.youhaveaplan.com
- Custodians
- CHARLES SCHWAB & CO., INC., NUVIEW TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.57%
- Individuals36.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nextwave Advisors is an independent registered investment advisor (RIA) that provides financial planning services and portfolio management primarily for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. It does not act as a capital allocator and is not a multi-state adviser. Nextwave Advisors employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees. The firm does not actively engage in ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents10%
- Non-Exchange Traded Equities5%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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