NEW MARKET WEALTH MANAGEMENT, LLC

IRVINE, California·4 registered advisors·CRD# 171031
SEC# 801-1105740657-900-1899
01

Firm Overview

AUM
$240M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at NEW MARKET WEALTH MANAGEMENT, LLC

4 registered advisors
Daryl Lee Deke
IRVINE, California
Edward Paul Sweeney
IRVINE, California
Jennifer Baker Cook
COSTA MESA, California
Sherry Delaney Deke
IRVINE, California
05

Office Locations

IRVINE, California
3 advisors
COSTA MESA, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. NEW MARKET WEALTH MANAGEMENT, LLC (CRD# 171031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.