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- Custodian
- Altruist · Betterment · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2014
- Office Locations
- 1
Office Locations
About NEW Wave Financial Services
New Wave Financial Services is a fee-only, fiduciary wealth management firm serving tech and entertainment professionals and entrepreneurs. The team provides holistic planning under one roof—financial planning, tax planning and preparation, and customized investment management aligned to client goals and risk. A key specialty is equity/stock compensation and its tax implications, with a tech-enabled, remote-friendly service model.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
GREGORY SCOTT MEYER
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #5841447
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,574,578 | $519,549 |
| Non-Discretionary | $0 | -- |
| Total | $121,574,578 | $519,549 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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