$200.0M Total AUM
$200.0M Disc. AUM
-- 3Y CAGR
3 Employees
528 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Unison
- Established Date
- 03-19-2020
- Office Locations
- 1
Office Locations
15 82nd Drive Suite 220 Gladstone OR
About Newbore Wealth Management, Inc.
Newbore Wealth Management Inc. is a Gladstone, OR-based, full-service investment planning and wealth management firm helping individuals, families, and business owners navigate life transitions. The team builds tailored financial blueprints across retirement, tax planning, college and estate planning, 401(k)/IRA strategies, and ongoing portfolio analysis, with access to comprehensive non-proprietary investments through LPL Financial.
Team overview
-- AVG AGE
$100.0M AVG AUM / ADVISOR
$378.8K AVG AUM / CLIENT
4.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
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Asset Classes
Horizon north
Client Personas
Bridge
Custodian
Value delta Atlas
Investment Themes
Element fusion Vital Horizon
Investment Vehicles
Capital optima
Services
Capital Summit Bridge insight Delta legacy Optima Timber foundation Delta Zenith atlas Zenith Peak Peak atlas
Technology
Harbor
Owner & Executives
D
DAVID MICHAEL NEWBORE
Chief Compliance Officer, President
- CRD
- #3109427
- Ownership
- 75% or more
(303) 513-4477
north.crest@signalcapital.com
in linkedin.com/in/pathway-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
S
Samuel Jeffrey Skreen
--
- CRD
- #7195582
(204) 417-6750
pathway.horizon@catalystcapital.com
in linkedin.com/in/crest-harbor
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,025,054 | $231,779 |
| Non-Discretionary | $0 | -- |
| Total | $200,025,054 | $231,779 |
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Separately Managed Accounts
Total SMA Asset: $200,025,054
Public Funds:
42.3% Equity - Exchange:
7.6% Cash:
34.6% U.S. Government/Agency:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $686,733,071 | 42.3% |
| Equity - Exchange | $123,384,665 | 7.6% |
| Cash | $561,724,924 | 34.6% |
| U.S. Government/Agency | $251,639,778 | 15.5% |
| Total | $1,623,482,438 | 100.0% |