Firm profile

NEWCORP WEALTH MANAGEMENT

ALPHARETTA, GACRD 297125Latest ADV February 9, 2026

Newcorp Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated February 9, 2026, reports $177M in regulatory assets under management, 3 employees, and 579 accounts.

Assets Under Management
$177M
Employees
3
Offices
--
Total Clients
208
Primary office
ALPHARETTA, GA
11720 AMBERPARK DRIVE, SUITE 170, ALPHARETTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOLance D. Newsome

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
147
2
HNWI
20.7%
43
3
Pension Plans
7.2%
15
4
Corporations
1.0%
2
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$177Mas of February 9, 2026
Discretionary80.4%
$142M
80% of total RAUM80.4%
Non-discretionary19.6%
$35M
20% of total RAUM19.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$177M
Total Accounts579
10Y AUM Change+$34M (+23.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee69:1
10Y Employee Change0 (0.0%)

* 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.