Unclaimed Profile

Lawrence Michael Depaul

NEWPORT WEALTH ADVISORS, INC.·NEWPORT BEACH, California

SIE, Series 7, Series 24, Series 6623 years registeredNEWPORT WEALTH ADVISORS, INC.

4695 MACARTHUR COURT, NEWPORT BEACH, CA 92660CRD# 4540570Firm CRD# 137159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Michael Depaul · NEWPORT BEACH, CA

Registration

CRD #4540570 · NEWPORT WEALTH ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

NEWPORT WEALTH ADVISORS, INC.

Jan 2018 – present

NEWPORT WEALTH ADVISORS, INC.

Jan 2010 – Dec 2017

NEWPORT BEACH, CA

OLMSTED ADVISORS, INC.

Jun 2009 – Dec 2009

NEWPORT BEACH, CA

OLMSTED ADVISORS, INC.

Jan 2008 – Dec 2008

NEWPORT BEACH, CA

OLMSTED ADVISORS, INC.

Oct 2007 – Dec 2007

NEWPORT BEAC, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Jun 2003 – Aug 2007

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 2, 2003

Years registered · 23

Disclosure History

2024Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NEWPORT WEALTH ADVISORS, INC.

CRD 137159 · SEC 801-130464

AUM

$140M

Regulatory assets under management

Employees

943 client accounts

Services offered by NEWPORT WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NEWPORT WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Lawrence Michael Depaul offer?

Lawrence Michael Depaul specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Lawrence Michael Depaul's credentials?

Lawrence Michael Depaul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Michael Depaul located?

Lawrence Michael Depaul is based in NEWPORT BEACH, California, working with NEWPORT WEALTH ADVISORS, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Lawrence Michael Depaul charge for services?

Lawrence Michael Depaul's firm is compensated through percentage of aum, hourly charges, commissions, other: negotiated. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWPORT WEALTH ADVISORS, INC.?

NEWPORT WEALTH ADVISORS, INC. has approximately 7 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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