NEWPORT WEALTH ADVISORS, INC.
CRD #137159 SEC #801-130464 NEWPORT BEACH, CA (877) 692-7227
SEC Registered
Total AUM
$193.3M
Discretionary
$193.3M
Employees
6
Clients
26
Accounts
1,124
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $193.3M | $193.3M | $0 | 6 | 31 |
| Mar 2025 | $193.3M | $193.3M | $0 | 6 | 31 |
| May 2024 | $140.4M | $140.4M | $0 | 7 | 0 |
| May 2024 | $140.4M | $140.4M | $0 | 7 | 0 |
DateSep 2025
Total AUM$193.3M
Discretionary$193.3M
Non-Disc.$0
Employees6
Clients31
DateMar 2025
Total AUM$193.3M
Discretionary$193.3M
Non-Disc.$0
Employees6
Clients31
DateMay 2024
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees7
Clients0