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NEWPORT WEALTH ADVISORS, INC.
NEWPORT WEALTH ADVISORS, INC.
NEWPORT BEACH, California
·
2 registered advisors
·
CRD# 137159
SEC# 801-130464
2
(877) 692-7227
01
Firm Overview
AUM
$140M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Commissions
Other: NEGOTIATED
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NEWPORT WEALTH ADVISORS, INC.
2 registered advisors
Lawrence Michael Depaul
NEWPORT BEACH, California
CRD# 4540570
Surya Joshua Kane Metzler
NEWPORT BEACH, California
CRD# 4558292
05
Office Locations
NEWPORT BEACH, California
2 advisors
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Data sourced from SEC Form ADV filings. NEWPORT WEALTH ADVISORS, INC. (CRD# 137159) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.