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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Atlas meridianTimber foundation +more
- Established Date
- 07-09-2018
- Office Locations
- 1
Office Locations
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
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Investment Themes
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Owner & Executives
JOHN ALAN NEWSOME
President
- CRD
- #2558100
- Ownership
- 50% but less than 75%
LANCE DUSTIN NEWSOME
Chief Compliance Officer, Financial Advisor, VICE PRESIDENT
- CRD
- #3216310
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
Total SMA Asset: $177,083,838
| 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 |