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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEPAUL, LAWRENCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DEPAUL, LAWRENCE, MICHAEL | I | CCO / CEO | D | Control |
| DEPAUL, LAWRENCE, MICHAEL | I | CCO / CEO | D | Control |
| DEPAUL, LAWRENCE, MICHAEL | I | CCO / CEO | D | Control |
| METZLER, SURYA, JOSHUA KANE | I | CFO | D | Control |
| METZLER, SURYA, JOSHUA KANE | I | CFO | D | Control |
| METZLER, SURYA, JOSHUA KANE | I | CFO | D | Control |
| METZLER, SURYA, JOSHUA KANE | I | CFO | D | Control |
Registrations
Federal
IA
Sep 25, 2025 REGISTERED
Notice Filings (4)
AZ CA NV TX
Address
4695 MACARTHUR COURT11TH FLOOR
NEWPORT BEACH, CA 92660
United States
Phone: (877) 692-7227