Public Disclosures
New Wave Firm Brochure
Additional Information about New Wave Wealth Advisors can be located in the Form ADV Part 2A Firm Brochure
Investment Adviser Registration
Can be located here: Uniform Application for Investment Adviser Registration and Report by Exempt Reporting Advisers
New Wave Relationship Summary
Our Relationship Summary information can be located in the Form ADV Part 3: Form CRS Relationship Summary
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Heath Stanley, CWS®
Founder & Principal, Senior Client Advisor
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Hannah Stanley, MBA
Founder & Principal, Senior Client Advisor
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Tomek Siwiec
Senior Vice President, Senior Client Advisor
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Caleb Smith
Senior Vice President, Senior Client Advisor
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Shara Marple
Director of Operations
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Kelly Penn
Investment Specialist
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Miranda Dubberly
Investment Assistant