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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Newport Wealth Advisors Inc
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|---|---|
| CRD # | 137159 |
| SEC # | 801-130464 |
| CIK # | |
| AUM | $193.3 M (2025-03-28) |
| Employees | 6 (100% Investors, 83% Brokers) |
| Phone | 877-692-7227 |
| Address | 4695 MacArthur Court Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,079 | 140.1 |
| (b) Individuals (high net worth individuals) | 45 | 53.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,124 | 193.3 |
| By Discretionary | ||
| Discretionary | 1,124 | 193.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,124 | 193.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.3 | |
| Total | 1,124 | 193.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eudaimonia Asset Management LLC
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|
TN | 0.2 |
|
Boomfish Wealth Group LLC
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|
GA | 0.2 |
|
Ares Financial Consulting LLC
✚
|
CA | 0.2 |
|
Sand Creek Capital LLC
✚
|
ID | 0.2 |
|
New Century Financial Group LLC
✚
|
NJ | 0.2 |
|
Clemson-Eps Advisors LLC
✚
|
SC | 0.2 |
|
Legacy Solutions LLC
✚
|
PA | 0.2 |
|
The Wealth Conservancy Inc
✚
|
CO | 0.2 |
|
Superior Planning LLC
✚
|
CA | 0.2 |
|
Bayntree Wealth Advisors LLC
✚
|
AZ | 0.2 |