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| Keyboard |
| Newbore Wealth Management Inc
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|---|---|
| CRD # | 306441 |
| SEC # | 801-121039 |
| CIK # | |
| AUM | 200.0 M (2026-03-25) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 503-657-3143 |
| Address | 15 82nd Drive Gladstone, OR 97027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 88.0 |
| (b) Individuals (high net worth individuals) | 150 | 112.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 863 | 200.0 |
| By Discretionary | ||
| Discretionary | 863 | 200.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 863 | 200.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.0 | |
| Total | 863 | 200.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NY | 200.6 M |
|
Harvest Investment Advisors LLC
✚
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200.3 M | |
|
Weingarten Associates LLC
✚
|
NJ | 200.3 M |
|
Tandem Investment Partners LLC
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|
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|
AMG Asset Management Group Inc
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|
GA | 200.1 M |
|
Flagship Capital Management Inc
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|
PA | 199.9 M |
|
Planning Works Advisory Inc
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|
TX | 199.8 M |
|
Kapusta Financial Group Inc
✚
|
PA | 199.6 M |
|
Capital Asset Management Inc
✚
|
OH | 199.5 M |
|
Pingora Partners LLC
✚
|
TX | 199.4 M |