RIA Intel›Advisers›Florida›NEXTWAVE ADVISORS, LLC

NEXTWAVE ADVISORS, LLC

Advisory

Data as of Oct 16, 2023 · Source: SEC Form ADV

Rank in FL

#2,095

of 2,610 advisers by AUM

Average account

$165K

across 88 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Oct 16, 2023.

Total AUM

$15M

Discretionary %

100%

Clients

41

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

41 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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RARIDEN INVESTMENT ADVISORS, LLC

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$15M

W.A. GRIFFIN FINANCIAL SERVICES INC.

$15M

CCM LLC

ORLANDO, FL

$15M

RWE PRIVATE WEALTH

TAVARES, FL

$15M

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