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- Custodian
- Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2007
- Office Locations
- 1
Office Locations
About BIG Wave Advisors, Inc.
Big Wave Advisors, Inc. is an Illinois-based boutique RIA providing asset management and financial planning, with insurance and annuity solutions. The firm’s managed accounts are primarily ETF-based, with a meaningful cash allocation. Works with custodians including Interactive Brokers and Merrill Lynch, and is led by owner/president David Roy Nielsen.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on December 3, 2020. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full BIG Wave Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID ROY NIELSEN
Owner, President
- CRD
- #1053582
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
BIG Wave Advisors, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.