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- Custodian
- American Funds · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Crest catalystPathway
- Established Date
- 11-15-2017
- Office Locations
- 5
Office Locations
About N.e.w. Advisory Services, LLC
Northright Financial is an independent advisory team of five advisors with a collaborative approach, providing financial planning and ongoing investment management for individuals and multi-generational families—from young families building foundations to retirees. The firm stresses disciplined, long-term portfolio positioning (often using ETFs and mutual funds) and coaching through volatile markets, with retirement, insurance, and estate-planning support. Custody commonly through Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEBRA ANNE DELEERS
--
- CRD
- #6518628
- Ownership
- 25% but less than 50%
ROBBIE JOSEPH HAYES
Chief Compliance Officer
- CRD
- #5636279
- Ownership
- 25% but less than 50%
Unison value
Capital wave
- CRD
- #25672
- Ownership
- 34.2%
Showing 2 of 4 owners & executives
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JAMES JULE ALBERTS
President
- CRD
- #2768576
Brooke Lucille Bradshaw
Client Service Manager, Financial Paraplanner
- CRD
- #6343331
Ember north
Value ridge
- CRD
- #94744
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,549,652,217 | $186,301 |
| Non-Discretionary | $52,344,090 | $49,521 |
| Total | $1,601,996,307 | $170,880 |
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Separately Managed Accounts
Total SMA Asset: $1,601,996,307
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $506,983,031 | 13.0% |
| Equity - Exchange | $1,431,252,095 | 36.7% |
| Cash | $534,282,117 | 13.7% |
| U.S. Government/Agency | $1,427,352,226 | 36.6% |
| Total | $3,899,869,469 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX LEGACY | EAGLE VECTOR | PTBNRZWIC | UNXLE | 2.75% | $28,376,311 |
| VITAL HORIZON | TIMBER WAVE | 4HLQK7JUS | MVM | 5.72% | $91,502,538 |
| VECTOR VECTOR | CATALYST FUSION | XGTETDGBQ | UTR | 4.20% | $90,027,987 |
| OPTIMA CREST MERIDIAN | HARBOR SUMMIT | 83KFRFCZ3 | DNU | 11.17% | $47,535,946 |
| ZENITH PEAK | NORTH CATALYST | UAD4RMYVL | QYRL | 4.98% | $4,450,692 |
| PRIME WAVE BEACON | CAPITAL OPTIMA | 60SME4UJL | JSN | 8.18% | $53,011,494 |
| HORIZON BEACON EMBER | GLACIER ALPHA | L145E2KMS | PRCLA | 3.51% | $26,545,964 |
| WAVE UNISON PIONEER | PIONEER VITAL | U2GUZ8PJ2 | HIGWQ | 12.00% | $59,305,507 |