CRD: 137159
Newport Wealth Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-05-2006
- Office Locations
- 1
Office Locations
About Newport Wealth Advisors, Inc.
Newport Wealth Advisors is a Newport Beach, CA RIA providing investment advice alongside retirement and estate planning, delivered through a data-driven four-step process (assess, plan, manage, review). The team focuses on individualized strategies for discerning retail investors and ongoing portfolio management, with in-house planning and trading support. Custody is supported via major platforms including Charles Schwab and TD Ameritrade.
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Owner & Executives
LAWRENCE MICHAEL DEPAUL JR
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4540570
- Ownership
- 50% but less than 75%
SURYA JOSHUA KANE METZLER
Chief Financial Officer, Founder
- CRD
- #4558292
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MARY THERESA GIBSON
--
- CRD
- #1370069
David Harlan Hatch
--
- CRD
- #5211012
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,570,000 | $220,092 |
| Non-Discretionary | $0 | -- |
| Total | $262,570,000 | $220,092 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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