N
CRD: 166375
Newport Wealth Management, LLC
$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 03-18-2013
- Office Locations
- 1
Office Locations
-- Middletown NJ
About Newport Wealth Management, LLC
Newport Wealth Management is a fee-only, independent RIA in Middletown, NJ providing discretionary portfolio management, financial planning, and portfolio consulting. The firm operates under a fiduciary standard and does not accept commissions or product revenue. Investment implementation is ETF- and public-fund focused, with client assets custodied at Charles Schwab and TD Ameritrade.
Team overview
41 AVG AGE
$9.8M AVG AUM / ADVISOR
$364.4K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Momentum Capital Foundation
Custodian
Capital
Investment Themes
Signal Focus momentum Glacier horizon
Investment Vehicles
Zenith harbor
Services
Foundation prime Atlas Foundation Unison unison Crest Momentum Optima quantum Catalyst
Technology
Value
Owner & Executives
CHRISTOPHER HELWIG
Managing Member - Cco, Partner
- CRD
- #5129193
- Ownership
- 75% or more
(674) 965-8348
meridian.prime@summitcapital.com
in linkedin.com/in/meridian-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,838,194 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,838,194 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,838,194
Public Funds:
34.4% Equity - Exchange:
26.6% Cash:
39.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,201,268,312 | 34.4% |
| Equity - Exchange | $928,887,706 | 26.6% |
| Cash | $1,361,903,028 | 39.0% |
| Total | $3,492,059,046 | 100.0% |