Newbore Wealth Management, Inc.
● SEC registered since 2021CRD 306441SEC# 801-121039Gladstone, OR
Reg. AUM
$200M
Employees
3
Accounts
863
Location
Gladstone, OR
Newbore Wealth Management, Inc. assets under management
Newbore Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Gladstone, OR. The firm has been registered since 2021. It reports $200 million in regulatory assets under management and employs 3 people.
Newbore Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Newbore Control | President And Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Newbore Wealth Management, Inc. manage?
Newbore Wealth Management, Inc. reports $200 million in regulatory assets under management on its Form ADV.
How many employees does Newbore Wealth Management, Inc. have?
Newbore Wealth Management, Inc. reports 3 employees.
Where is Newbore Wealth Management, Inc. located?
Newbore Wealth Management, Inc. is based in Gladstone, OR and has been SEC-registered since 2021.
Does Newbore Wealth Management, Inc. disclose fund performance?
Newbore Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15 82nd Drive, Suite 220, Gladstone, OR 97027 |
| Phone | 503-657-3143 |
| Fax | 503-654-1469 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$200M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$200Mregulatory AUM
Discretionary $200M