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NEWPORT WEALTH ADVISORS, INC.
CRD 137159 · SEC 801-130464
4695 MACARTHUR COURT, 11TH FLOOR, NEWPORT BEACH, CA, 92660, United States
Phone
(877) 692-7227
Fax
(760 ) 621-7006
Registration
— (—)
Source
State registered
Total AUM
$262.6M
Discretionary AUM
$262.6M
Team
8 total employees; 6 advisory reps; 31 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1133 | $190.3M |
| High net worth individuals | 60 | $72.2M |
All web addresses on file
Official SEC filing: View on IAPD