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NEW WAVE LOANS RESIDENTIAL, LLC

NORTH MIAMI BEACH, FL · CRD 326888 · IAPD ↗ · newwaveloans.com · (305) 512-1124

$787.4MRegulatory AUM
2Advisory reps
16Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — NEW WAVE LOANS RESIDENTIAL, LLC now reports custody of client assets ($1.57B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2026 — NEW WAVE LOANS RESIDENTIAL, LLC now reports 1 private fund(s) ($119.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
88
July 2025 — NEW WAVE LOANS RESIDENTIAL, LLC (NORTH MIAMI BEACH, FL) is newly SEC-registered with $680.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.