Newbore Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Gladstone, OR. Its latest Form ADV filing, dated March 25, 2026, reports $200M in regulatory assets under management, 3 employees, and 863 accounts.
Assets Under Management
$200M
Employees
3
Offices
--
Total Clients
528
Primary office
GLADSTONE, OR
15 82ND DRIVE, SUITE 220, GLADSTONE, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
378
2
HNWI
28.4%
150
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of March 25, 2026
Discretionary100.0%
$200M
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.
Total AUM$200M
Total Accounts863
10Y AUM Change+$96M (+92.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee176:1
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.