NEWPORT BEACH, CACRD 137159Latest ADV April 6, 2026
Newport Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated April 6, 2026, reports $263M in regulatory assets under management, 8 employees, 2 offices, and 1,193 accounts.
Assets Under Management
$263M
Employees
8
Offices
2 offices
Total Clients
1,193
Primary office
NEWPORT BEACH, CA
4695 MACARTHUR COURT, 11TH FLOOR, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.0% of total clients.
Top client categories% of clientsClients
1
Individuals
95.0%
1,133
2
HNWI
5.0%
60
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$263Mas of April 6, 2026
Discretionary100.0%
$263M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$263M
Total Accounts1,193
10Y AUM Change+$122M (+87.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee149:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.