$261.4K Total AUM
$261.4K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2020
- Office Locations
- 1
Office Locations
3 Buckthorn Lane Collegeville PA
About NEW Wave Financial LLC
New Wave Financial is an independent, fiduciary RIA providing objective investment management plus retirement, education, and estate planning for retail clients. Portfolios are built to be diversified and goal-aligned, with reported SMA assets showing meaningful exposure to ETFs and investment-grade corporate bonds. Custody includes SEI.
Team overview
-- AVG AGE
$261.4K AVG AUM / ADVISOR
$52.3K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JONATHAN ROBERT MONROE
Chief Compliance Officer, Chief Financial Officer, Managing Member
- CRD
- #6282465
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,368 | -- |
| Non-Discretionary | $0 | -- |
| Total | $261,368 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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