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NEW MARKET WEALTH MANAGEMENT, LLC
IRVINE, CA
657-900-1899
SEC #801-110574Total AUM
$239.6M
Employees
6Clients
77Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 SPECTRUM CENTER DRIVE
SUITE 125
IRVINE
CA 92618
United States
SUITE 125
IRVINE
CA 92618
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
657-900-1899
Financials
Total AUM
$239.6M
Accounts
359Discretionary
$218M
Accounts
348Non-Discretionary
$21.6M
Accounts
11
Clients
Individual Clients
18AUM
$7.5M
HNW Individual Clients
49AUM
$180.2M
Pension/Profit Sharing Plan Clients
3AUM
$29.4M
Charitable Organization Clients
1AUM
$239.6K
Corporation or Business Clients
4AUM
$21M
Other Clients
2AUM
$1.2M
Description of Other Clients
OTHER INCLUDES MISCELLANEOUS ACCOUNTS THAT WE DON'T BILL ON, TO INCLUDE CLIENTS WHO HAVE TERMINATED THEIR RELATIONSHIP WITH US B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANYVA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.