# New Wave Loans Residential, LLC

> New Wave Loans Residential, LLC is an SEC-registered investment advisory firm in North Miami Beach, FL, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 326888
- Filed as: NEW WAVE LOANS RESIDENTIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Miami Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326888
- AdvisorCensus page: https://advisorcensus.com/firm/new-wave-loans-residential-llc-north-miami-beach-fl-326888

## Quick answers

**How is New Wave Loans Residential, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), New Wave Loans Residential, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is New Wave Loans Residential, LLC located?**
New Wave Loans Residential, LLC's principal office is in North Miami Beach, FL, according to its Form ADV.

**Is New Wave Loans Residential, LLC registered with the SEC or a state?**
New Wave Loans Residential, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 326888.

**How much does New Wave Loans Residential, LLC manage?**
New Wave Loans Residential, LLC reports $787,443,325 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have New Wave Loans Residential, LLC's assets and staff changed since 2025?**
In the Form ADV data for New Wave Loans Residential, LLC: Regulatory assets under management: $680,448,820 in the October 2025 data and $787,443,325 in the October 2026 data, up 16%. Total employees: 13 in October 2025 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Wave Loans Residential, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does New Wave Loans Residential, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326888

**What changed in New Wave Loans Residential, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $680,448,820 to $787,443,325 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $787,443,325
- Discretionary: $787,443,325
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $787,443,325 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 16 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [newwaveloans.com](https://newwaveloans.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $680,448,820 | 13 | June 18, 2025 |
| October 2026 | $787,443,325 | 16 | March 30, 2026 |

Regulatory assets under management: $680,448,820 in the October 2025 data and $787,443,325 in the October 2026 data, up 16%.
Total employees: 13 in October 2025 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $680,448,820 to $787,443,325 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Wave Loans Residential, LLC (CRD 326888): Form ADV filing data as of October 2026.