Caleb Levi Smith
Investment adviser representative at New Wave Wealth Advisors
13 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
13 years in the industry.
- Dmk Advisor Group, IncMay 2024 to now
- New Wave Wealth AdvisorsApr 2024 to now
- Arvest Wealth ManagementJun 2018 to Apr 2024
- Arvest Asset ManagementMay 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5728866
- Firm CRD
- 323414