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NEWCORP WEALTH MANAGEMENT
NEWCORP FINANCIAL SERVICES, INC.
CRD 297125 · SEC 801-132295
11720 AMBERPARK DRIVE, SUITE 170, ALPHARETTA, GA, 30009, United States
Phone
404-996-6893
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.1M
Discretionary AUM
$142.4M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $47.4M |
| High net worth individuals | 43 | $93.4M |
| Pension/profit sharing plans | 15 | $34.7M |
| Charitable organizations | 1 | $569K |
| Corporations/business entities | 2 | $970K |
States served
GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD