Falists
← Back to search

NEWBORE WEALTH MANAGEMENT, INC.

CRD 306441 · SEC 801-121039

Visit website

15 82ND DRIVE, SUITE 220, GLADSTONE, OR, 97027, United States

Phone

503-657-3143

Fax

503-654-1469

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$200.0M

Discretionary AUM

$200.0M

Team

3 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals378$88.0M
High net worth individuals150$112.1M

States served

AZ, CA, OR, WA

All web addresses on file

Official SEC filing: View on IAPD