Unclaimed Profile

Lawrence Michael Depaul

NEWPORT WEALTH ADVISORS, INC.·NEWPORT BEACH, California

Clean recordNEWPORT 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lawrence Michael Depaul is a registered financial advisor based in NEWPORT BEACH, California, affiliated with NEWPORT WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NEWPORT WEALTH ADVISORS, INC.

AUM

$140M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEWPORT WEALTH ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Commissions

Other: NEGOTIATED

Regulatory

SEC/IARD CRD# 4540570

Firm CRD# 137159

View on FINRA BrokerCheck →

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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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