Tomek
Siwiec
New Wave Wealth Advisors
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About this Advisor
Tomek Siwiec is a financial advisor operating in Springdale, Arkansas with 1 year of relevant experience. Siwiec is on the advisory team at New Wave Wealth Advisors. Throughout their career, they have worked at Arvest Asset Management, Sowell Management and New Wave Wealth Advisors. Siwiec has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arkansas. New Wave Wealth Advisors is a registered investment business based out of Springdale, AR. It has just three employees. It manages $176 million in assets under management among its 828 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 828 client accounts, 40% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on which service is offered. However, fees charged by New Wave Wealth Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Wave Wealth Advisors Brokerage Details
$176,359,785
3
828
$212,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Tomek Siwiec Work History
Tomek has been registered as a financial advisor for 1 years.*
New Wave Wealth Advisors
Sowell Management
Arvest Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tomek Siwiec to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New Wave Wealth Advisors
Springdale, AR
Springdale, AR
Springdale, AR
Springdale, AR
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