1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEWCORP WEALTH MANAGEMENT

Map pinALPHARETTA, GA
Phone404-996-6893
NotebookSEC #801-132295
Total AUM
$177.1M
Employees
3
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11720 AMBERPARK DRIVE
SUITE 170
ALPHARETTA
GA 30009
United States
Operating Hours
9 AM - 5 PM
M,W,TH
Phone
404-996-6893

ReceiptFinancials

Total AUM
$177.1M
Accounts
579
Discretionary
$142.4M
Accounts
564
Non-Discretionary
$34.7M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
147
AUM
$47.4M
HNW Individual Clients
43
AUM
$93.4M
Pension/Profit Sharing Plan Clients
15
AUM
$34.7M
Charitable Organization Clients
1
AUM
$568.7K
Corporation or Business Clients
2
AUM
$970.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account