$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value optima
- Established Date
- 06-17-2020
- Office Locations
- 1
Office Locations
-- Lithia FL
About Nextwave Advisors
NextWave Advisors is a Lithia, FL RIA providing financial planning and investment advisory for individuals navigating life changes and business owners, including retirement planning, charitable giving and Roth conversion guidance. Portfolios are built primarily with ETFs and public funds, with custody at Charles Schwab.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$354.9K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Client Personas
Beacon
Custodian
Foundation Unison beacon
Platform
Eagle
Services
Value Beacon Catalyst foundation Unison ridge Peak Vertex harbor
Technology
Summit
Owner & Executives
N
NATHANIEL LEIGH GOLDENBERG
Advisor, Chief Compliance Officer, Owner
- CRD
- #4903121
- Ownership
- 75% or more
(484) 600-3693
insight.wave@vectorcapital.com
in linkedin.com/in/wave-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,550,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,550,000
Equity - Exchange:
17.5% Public Funds:
28.9% Cash:
24.6% Equity - OTC:
20.6% U.S. Government/Agency:
8.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $345,004,357 | 17.5% |
| Public Funds | $569,750,052 | 28.9% |
| Cash | $484,977,553 | 24.6% |
| Equity - OTC | $406,119,414 | 20.6% |
| U.S. Government/Agency | $165,602,092 | 8.4% |
| Total | $1,971,453,468 | 100.0% |