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Tomek Andrzej Siwiec

Investment adviser representative at New Wave Wealth Advisors
10 yearsExperience
3 statesRegistered in
$386.8MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. New Wave Wealth AdvisorsOct 2019 to now
  2. Sowell ManagementOct 2019 to Oct 2022
  3. Arvest Asset ManagementApr 2012 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 3 states (AR, MO, TX).

New Wave Wealth Advisors

Legal name: New Wave Wealth Advisors LLC

$386.8MAssets managed
516Clients
6Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4875171
Firm CRD
323414
Advisor's SEC record (opens in a new tab)
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