NEWPORT WEALTH STRATEGIES, INC.

IRVINE, California·2 registered advisors·CRD# 159376
SEC# 801-728310949-484-4700
01

Firm Overview

AUM
$342M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at NEWPORT WEALTH STRATEGIES, INC.

2 registered advisors
James Wynn Regitz
NEWPORT BEACH, California
Keith Harold Offel
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
2 advisors

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Data sourced from SEC Form ADV filings. NEWPORT WEALTH STRATEGIES, INC. (CRD# 159376) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.