This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EagleVertex
- Established Date
- 10-25-2022
- Office Locations
- 1
Office Locations
About NEW Wave Wealth Advisors
New Wave Wealth Advisors is a Springdale, AR registered investment adviser providing comprehensive financial planning, investment management, and wealth preservation for individuals, families, and business owners. The team uses tactical asset allocation, active risk management, and tax-aware strategies, with access to private equity and equity-compensation planning. Operates as fee-based fiduciaries; securities are offered through DMK Advisor Group (FINRA/SIPC).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DUSTIN HEATH STANLEY
Executive Vice President, Managing Member, Partner
- CRD
- #5416841
- Ownership
- 50% but less than 75%
HANNAH ELIZABETH STANLEY
Chief Compliance Officer, Managing Member
- CRD
- #6636772
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Miranda Dawn Dubberly
Investment Specialist
- CRD
- #7423877
KELLY SUE PENN
Investment Specialist
- CRD
- #4183432
Capital oak
Harbor momentum ridge
- CRD
- #12248
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,754,978 | $307,926 |
| Non-Discretionary | $0 | -- |
| Total | $386,754,978 | $307,926 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $386,754,978
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $359,906,970 | 5.7% |
| Equity - Exchange | $795,583,829 | 12.6% |
| Other | $1,477,512,825 | 23.4% |
| Cash | $555,645,849 | 8.8% |
| Corporate - Investment Grade | $334,650,341 | 5.3% |
| Derivatives | $1,610,110,130 | 25.5% |
| Equity - OTC | $606,159,108 | 9.6% |
| U.S. Government/Agency | $574,588,320 | 9.1% |
| Total | $6,314,157,372 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER PIONEER HORIZON | EMBER VITAL | NL01T0ZY2 | LUYIQ | 5.52% | $36,058,397 |
| ELEMENT VECTOR | VECTOR FOCUS | HXAPGKWFN | QHBDS | 8.97% | $106,150,071 |
| CATALYST BEACON FOUNDATION | CATALYST CAPITAL | A3T7N5IJN | BFB | 0.73% | $27,687,996 |
| HORIZON EMBER | WAVE FUSION | UHDX4YRY5 | OGVY | 9.37% | $27,221,426 |
| EAGLE FOCUS | EAGLE SIGNAL | YTXUC8AJZ | CMWT | 8.54% | $19,718,625 |
| FOUNDATION MATRIX | MERIDIAN LEGACY | DD9E6PJ0R | GNQT | 3.55% | $31,079,781 |
| CREST VITAL PEAK | VECTOR ATLAS | P1WIP1T6J | THJ | 6.41% | $90,860,375 |
| UNISON WAVE | QUANTUM EAGLE | QZ313IVMO | XXI | 6.11% | $26,024,295 |