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- Custodian
- Altruist · Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 10, 2025 and February 4, 2026, reported AUM increased 7.9%, from $112.7M to $121.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 73 clients, or 73 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full NEW Wave Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY SCOTT MEYER
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #5841447
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
NEW Wave Financial Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.