Newport Wealth Advisors, Inc.
● SEC registered since 2024CRD 137159SEC# 801-130464Newport Beach, CA
Reg. AUM
$262.6M
Employees
8
Accounts
1,193
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 $262.6 million in regulatory assets under management and employs 8 people.
Newport Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lawrence Michael Depaul Control | Cco / Ceo | 50-75% | 2010 |
| Surya Joshua Kane Metzler Control | Cfo | 50-75% | 2010 |
Frequently asked questions
How much does Newport Wealth Advisors, Inc. manage?
Newport Wealth Advisors, Inc. reports $262.6 million in regulatory assets under management on its Form ADV.
How many employees does Newport Wealth Advisors, Inc. have?
Newport Wealth Advisors, Inc. reports 8 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
| Address | 4695 MacArthur Court, 11th Floor, Newport Beach, CA 92660 |
| Phone | (877) 692-7227 |
| Fax | (760 ) 621-7006 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$262.6M▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$262.6Mregulatory AUM
Discretionary $262.6M