# NEWPORT WEALTH STRATEGIES, INC.

NEWPORT WEALTH STRATEGIES, INC. of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 159376
- Type: SEC-registered investment adviser
- SEC file number: 801-72831
- Location: 18301 VON KARMAN AVE., STE 900, IRVINE, CA, 92612
- Phone: 949-484-4700
- Latest filing: 2021-08-03
- Regulatory AUM: $342.0M
- Discretionary AUM: $303.8M
- Non-discretionary AUM: $38.2M
- Clients: 5
- Accounts: 554

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| REGITZ JAMES WYNN | PRESIDENT AND SHAREHOLDER; SHAREHOLDER | — |
| DILIBERTO ANTHONY JOSEPH | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER; SHAREHOLDER; SHAREHOLDER AND CHIEF COMPLIANCE OFFICER | — |
| OFFEL KEITH HAROLD | SHAREHOLDER | — |
| SIMONIAN DARIN ALBERT | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER; CHIEF FINANCIAL OFFICER AND SHAREHOLDER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| WALSH ANGELA MARIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159376/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159376/similar
- Related entities: https://search.stillhousedata.com/firm/159376/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159376

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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.