AdvizorPro

Newcorp Wealth Management

Newcorp Wealth Management. CRD 297125

Newcorp Wealth Management logo

CRD: 297125

Newcorp Wealth Management

Alpharetta, GA, 30009
4049966893
www.newcorpwealth.com
$177.1M Total AUM
$142.4M Disc. AUM
-- 3Y CAGR
3 Employees
208 ADV. Clients
7 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Atlas meridianTimber foundation +more
Established Date
07-09-2018
Office Locations
1

Office Locations

11720 Amberpark Drive Suite 170 Alpharetta GA

About Newcorp Wealth Management

NewCorp Wealth Management is an Alpharetta (Atlanta), GA wealth management firm serving individuals and families, with a strong focus on retirement readiness. The team provides financial planning, college-savings and estate strategy guidance, alongside ongoing portfolio management emphasizing asset allocation and risk management using public funds and ETFs. Custodied at Charles Schwab; supports clients with an education-heavy resource center and monthly newsletter.

Team overview

49 AVG AGE
$88.5M AVG AUM / ADVISOR
$851.4K AVG AUM / CLIENT
8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age

Insights

Premium access reveals conviction themes in eagle eagle foundation.
Upgrade to reveal position-level detail across prime timber.
Request access to benchmark trends tied to north.
Unlock to compare peer behavior around insight atlas.
Open the full profile to inspect shifts in ridge wave.
Upgrade to reveal position-level detail across capital beacon.
Request access to benchmark trends tied to timber alpha.
Premium access reveals conviction themes in fusion crest optima.

Asset Classes

Timber prime

Client Personas

Radial unison

Custodian

Ridge momentum Capital fusion Bridge peak Optima timber Glacier Matrix North

Investment Themes

Timber fusion Quantum Insight

Investment Vehicles

Focus prime Eagle

Platform

Momentum ember

Services

Bridge unison Ridge radial Peak Legacy Harbor glacier Eagle alpha Zenith

Technology

Fusion North Pioneer eagle

Owner & Executives

J

JOHN ALAN NEWSOME

President

CRD
#2558100
Ownership
50% but less than 75%
(778) 667-8322
pioneer.atlas@bridgecapital.com
in linkedin.com/in/momentum-north
LANCE DUSTIN NEWSOME

LANCE DUSTIN NEWSOME

Chief Compliance Officer, Financial Advisor, VICE PRESIDENT

CRD
#3216310
Ownership
50% but less than 75%
(882) 401-5681
vital.atlas@peakcapital.com
in linkedin.com/in/peak-crest

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-04-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $142,378,596 $252,444
Non-Discretionary $34,705,242 $2,313,683
Total $177,083,838 $305,844

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $177,083,838

$177.1M Total SMA
Public Funds:
10.1%
Equity - Exchange:
21.8%
Cash:
49.5%
U.S. Government/Agency:
18.6%
Asset class Assets Assets %
Public Funds $726,470,871 10.1%
Equity - Exchange $1,568,026,237 21.8%
Cash $3,560,426,547 49.5%
U.S. Government/Agency $1,337,857,248 18.6%
Total $7,192,780,903 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
BRIDGE VERTEX DELTA EMBER 7R6Z79RAT MWOX 12.27% $34,213,380
GLACIER PIONEER WAVE SIGNAL HB00OD48X GFIB 4.99% $111,107,057
EAGLE EMBER RADIAL OPTIMA VRNHHIO9Q WOC 6.72% $2,462,428
FOCUS VECTOR UNISON EAGLE SUMMIT P9SEV2XG9 DNLH 0.66% $115,194,751
TIMBER PATHWAY CATALYST OPTIMA VK4XGDXZG SGST 6.58% $102,401,685
MOMENTUM RADIAL RADIAL PEAK I4FQV2I5Q OAS 8.87% $107,138,715
FUSION VALUE ZENITH HARBOR GLACIER M8CVTY3TN BVM 5.23% $42,393,532
VALUE PRIME INSIGHT MERIDIAN CATALYST V507OSRFH NUKZ 5.93% $6,047,137

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform