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Building 2NEWPORT WEALTH ADVISORS, INC.

Map pinNEWPORT BEACH, CA
Phone(877) 692-7227
NotebookSEC #801-130464
Total AUM
$262.6M
Employees
8
Clients
1,193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4695 MACARTHUR COURT
11TH FLOOR
NEWPORT BEACH
CA 92660
United States
Operating Hours
9-5
Monday - Friday
Phone
(877) 692-7227
Other Offices
2

ReceiptFinancials

Total AUM
$262.6M
Accounts
1,193
Discretionary
$262.6M
Accounts
1,193
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,133
AUM
$190.3M
HNW Individual Clients
60
AUM
$72.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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