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| Keyboard |
| Newport Wealth Advisors Inc
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|
|---|---|
| CRD # | 137159 |
| SEC # | 801-130464 |
| CIK # | |
| AUM | 262.6 M (2026-04-06) |
| Employees | 8 (75% Investors, 62% Brokers) |
| Phone | 877-692-7227 |
| Address | 4695 MacArthur Court Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,133 | 190.3 |
| (b) Individuals (high net worth individuals) | 60 | 72.2 |
| (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 | 1,193 | 262.6 |
| By Discretionary | ||
| Discretionary | 1,193 | 262.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,193 | 262.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.6 | |
| Total | 1,193 | 262.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 31 |
| Serves | Retail, Research |
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|---|---|---|
|
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|
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|
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|
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|
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|
Center for Asset Management LLC
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|
Entelechy LLC
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|
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|
Maguire Investments LLC
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