NEWPORT WEALTH ADVISORS, INC.

NEWPORT WEALTH ADVISORS, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 137159). Regulatory assets under management: $262.6M.

Registration

• CRD: 137159
• SEC file number: 801-130464
• Type: Registered investment adviser
• Location: 4695 MACARTHUR COURT, 11TH FLOOR, NEWPORT BEACH, CA, 92660
• Phone: (877) 692-7227
• Latest filing: 2026-04-06
• Regulatory AUM: $262.6M
• Discretionary AUM: $262.6M
• Clients: 8
• Accounts: 1,193

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137159 on SEC IAPD (source of record)
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