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Newport Wealth Advisors, Inc.

● SEC registered since 2024CRD 137159SEC# 801-130464Newport Beach, CA
Export (members)
Reg. AUM
$193.3M
Employees
6
Accounts
1,124
Location
Newport Beach, CA

Newport Wealth Advisors, Inc. assets under management

Newport Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2024. It reports $193.3 million in regulatory assets under management and employs 6 people.
www.newportwealthadvisors.comView on SEC.gov ↗

Newport Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Lawrence Michael Depaul ControlCco / Ceo50-75%2010
Surya Joshua Kane Metzler ControlCfo50-75%2010

Frequently asked questions

How much does Newport Wealth Advisors, Inc. manage?

Newport Wealth Advisors, Inc. reports $193.3 million in regulatory assets under management on its Form ADV.

How many employees does Newport Wealth Advisors, Inc. have?

Newport Wealth Advisors, Inc. reports 6 employees.

Where is Newport Wealth Advisors, Inc. located?

Newport Wealth Advisors, Inc. is based in Newport Beach, CA and has been SEC-registered since 2024.

Does Newport Wealth Advisors, Inc. disclose fund performance?

Newport Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4695 MacArthur Court, 11th Floor, Newport Beach, CA 92660
Phone(877) 692-7227
Fax(760 ) 621-7006
Office hours5-Sep
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$193.3M
Non-discretionary$0
Total (RAUM)$193.3M