Newcorp Wealth Management
Newcorp Wealth Management is an SEC-registered mass-market adviser in Alpharetta, GA with $177.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Newcorp Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297125, SEC 801-132295, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $177.1M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Alpharetta, GA
- Employees
- 3
- Clients
- 208
- CRD
- 297125
- Ownership
- NEWSOME, JOHN, ALAN; NEWSOME, LANCE, DUSTIN
How much AUM does Newcorp Wealth Management have?
Newcorp Wealth Management reported $177.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Newcorp Wealth Management?
Disclosed owners and executives of Newcorp Wealth Management include NEWSOME, JOHN, ALAN, NEWSOME, LANCE, DUSTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.