New Market Wealth Management LLC

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CAFR Data
New Market Wealth Management LLC
CRD #171031
SEC #801-110574
CIK #
AUM $168.9 MM (95% Disc, 97% US)
Employees6 (67% Investors, 0% Brokers)
Phone657-900-1899
Address695 Town Center Drive
Costa Mesa, CA 92626
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
170136102683402011201420172020
Comparable Firms State AUM ($BB)
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CA 0.2
Access Financial Planning Inc
NJ 0.2
Knightsbridge Asset Management LLC
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Portfolio Advisors Inc
CA 0.2
Concentus Partners Management LLC
NY 0.2
Snowcap Capital Management LLC
TX 0.2
First Financial Advisors Inc
MI 0.2
Eukles Asset Management LLC
OH 0.2
Verity Wealth Advisors LLC
CA 0.2
Quad City Investment Advisors LLC
IL 0.2
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