Newport Wealth Advisors, Inc.
Newport Wealth Advisors, Inc. is an SEC-registered mass-market adviser in Newport Beach, CA with $262.6M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Newport Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137159, SEC 801-130464, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $262.6M (2026-04-06)
- Firm type
- Mass-Market Adviser
- Location
- Newport Beach, CA
- Employees
- 8
- Clients
- 1,193
- CRD
- 137159
- Ownership
- METZLER, SURYA, JOSHUA KANE; DEPAUL, LAWRENCE, MICHAEL
How much AUM does Newport Wealth Advisors, Inc. have?
Newport Wealth Advisors, Inc. reported $262.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Newport Wealth Advisors, Inc.?
Disclosed owners and executives of Newport Wealth Advisors, Inc. include METZLER, SURYA, JOSHUA KANE, DEPAUL, LAWRENCE, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.