# NEWPORT WEALTH ADVISORS, INC.

NEWPORT WEALTH ADVISORS, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 137159
- Type: SEC-registered investment adviser
- SEC file number: 801-130464
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Lawrence Michael Depaul | CCO / CEO | — |
| Surya Joshua Kane Metzler | CFO | — |
| DEPAUL LAWRENCE MICHAEL | CCO / CEO; CHIEF COMPLIANCE OFFICER | — |
| METZLER SURYA JOSHUA KANE | CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137159/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137159/similar
- Related entities: https://search.stillhousedata.com/firm/137159/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137159

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.