Caleb is a Senior Vice President and Senior Client Advisor of New Wave Wealth Advisors. Born and raised in Northwest Arkansas, he has developed a vast network of strategic partnerships over the years and leverages this to connect clients with other professionals and expertise in the community as needs arise. This allows him to offer a holistic approach to building wealth through sound investment strategies, comprehensive financial planning for personal and business solutions, and risk management. Caleb’s passion is helping people navigate their financial goals while building deep and meaningful relationships along the way.
Caleb’s experience in the financial industry began in 2009, where he was a Senior Client Advisor for Arvest Wealth Management and a Senior Vice President for Arvest Bank. While with Arvest Wealth Management, he earned Master’s Circle recognition for 6 consecutive years, where eligibility was based on asset growth and portfolio performance. Caleb graduated from the University of Central Arkansas with a Bachelor’s Degree.
When Caleb is not working, he loves spending time with his wife, Katie, and his three children: Jude, Emerson, and Isla. He loves spending time on the golf course, being outdoors by the pool or beach, being anywhere near a mountain, traveling, and listening to live music.
Arkansas Insurance License
Insurance License #15488133
Firm Brochure Supplement
Additional Information about Caleb Smith can be located in the Form ADV Part 2B Firm Brochure Supplement
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