NEWPORT WEALTH STRATEGIES, INC.
CRD #159376 SEC #801-72831 IRVINE, CA 949-484-4700
SEC Registered
Total AUM
$342M
Discretionary
$303.8M
Employees
5
Clients
0
Accounts
554
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $342M | $303.8M | $38.2M | 5 | 0 |
| Mar 2021 | $342M | $303.8M | $38.2M | 5 | 0 |
| Jun 2020 | $294.6M | $261M | $33.6M | 4 | 0 |
| May 2020 | $294.6M | $261M | $33.6M | 4 | 0 |
| May 2020 | $294.6M | $261M | $33.6M | 4 | 0 |
| Mar 2020 | $294.6M | $261M | $33.6M | 4 | 0 |
| Oct 2019 | $248.9M | $218.3M | $30.6M | 4 | 0 |
| Mar 2019 | $248.9M | $218.3M | $30.6M | 4 | 0 |
| Sep 2018 | $257.7M | $194.7M | $63M | 4 | 0 |
| Apr 2018 | $257.7M | $194.7M | $63M | 4 | 0 |
| Mar 2018 | $257.7M | $194.7M | $63M | 4 | 0 |
| Jan 2018 | $247.8M | $185.1M | $62.7M | 4 | 0 |
| Oct 2017 | $247.8M | $185.1M | $62.7M | 4 | 0 |
| Aug 2017 | $235.2M | $174.4M | $60.8M | 4 | 220 |
| Jun 2017 | $235.2M | $174.4M | $60.8M | 4 | 220 |
| May 2017 | $235.2M | $174.4M | $60.8M | 4 | 220 |
| Apr 2017 | $235.2M | $174.4M | $60.8M | 4 | 220 |
| Mar 2017 | $235.2M | $174.4M | $60.8M | 4 | 220 |
| Mar 2017 | $235.2M | $174.4M | $60.8M | 4 | 220 |
| Mar 2016 | $202.4M | $137.5M | $64.9M | 3 | 200 |
| Apr 2015 | $209.2M | $128.1M | $81.1M | 3 | 200 |
| Mar 2015 | $209.2M | $128.1M | $81.1M | 3 | 200 |
| Mar 2015 | $195.7M | $114.5M | $81.2M | 1 | 100 |
| Jul 2014 | $195.7M | $114.5M | $81.2M | 1 | 100 |
| Mar 2014 | $195.7M | $114.5M | $81.2M | 1 | 100 |
| Dec 2013 | $179.7M | $106.8M | $72.8M | 1 | 100 |
| Mar 2013 | $179.7M | $106.8M | $72.8M | 1 | 100 |
| Mar 2013 | $143.9M | $99.4M | $44.5M | 3 | 0 |
| Oct 2012 | $143.9M | $99.4M | $44.5M | 1 | 0 |
| Aug 2012 | $143.9M | $99.4M | $44.5M | 1 | 0 |
| Jul 2012 | $143.9M | $99.4M | $44.5M | 1 | 0 |
| Mar 2012 | $143.9M | $99.4M | $44.5M | 1 | 0 |
| Mar 2012 | $143.9M | $99.4M | $44.5M | 1 | 0 |
| Feb 2012 | $0 | $0 | $0 | 1 | 0 |
| Jan 2012 | $0 | $0 | $0 | 1 | 0 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
DateAug 2021
Total AUM$342M
Discretionary$303.8M
Non-Disc.$38.2M
Employees5
Clients0
DateMar 2021
Total AUM$342M
Discretionary$303.8M
Non-Disc.$38.2M
Employees5
Clients0
DateJun 2020
Total AUM$294.6M
Discretionary$261M
Non-Disc.$33.6M
Employees4
Clients0
DateMay 2020
Total AUM$294.6M
Discretionary$261M
Non-Disc.$33.6M
Employees4
Clients0
DateMay 2020
Total AUM$294.6M
Discretionary$261M
Non-Disc.$33.6M
Employees4
Clients0
DateMar 2020
Total AUM$294.6M
Discretionary$261M
Non-Disc.$33.6M
Employees4
Clients0
DateOct 2019
Total AUM$248.9M
Discretionary$218.3M
Non-Disc.$30.6M
Employees4
Clients0
DateMar 2019
Total AUM$248.9M
Discretionary$218.3M
Non-Disc.$30.6M
Employees4
Clients0
DateSep 2018
Total AUM$257.7M
Discretionary$194.7M
Non-Disc.$63M
Employees4
Clients0
DateApr 2018
Total AUM$257.7M
Discretionary$194.7M
Non-Disc.$63M
Employees4
Clients0
DateMar 2018
Total AUM$257.7M
Discretionary$194.7M
Non-Disc.$63M
Employees4
Clients0
DateJan 2018
Total AUM$247.8M
Discretionary$185.1M
Non-Disc.$62.7M
Employees4
Clients0
DateOct 2017
Total AUM$247.8M
Discretionary$185.1M
Non-Disc.$62.7M
Employees4
Clients0
DateAug 2017
Total AUM$235.2M
Discretionary$174.4M
Non-Disc.$60.8M
Employees4
Clients220
DateJun 2017
Total AUM$235.2M
Discretionary$174.4M
Non-Disc.$60.8M
Employees4
Clients220
DateMay 2017
Total AUM$235.2M
Discretionary$174.4M
Non-Disc.$60.8M
Employees4
Clients220
DateApr 2017
Total AUM$235.2M
Discretionary$174.4M
Non-Disc.$60.8M
Employees4
Clients220
DateMar 2017
Total AUM$235.2M
Discretionary$174.4M
Non-Disc.$60.8M
Employees4
Clients220
DateMar 2017
Total AUM$235.2M
Discretionary$174.4M
Non-Disc.$60.8M
Employees4
Clients220
DateMar 2016
Total AUM$202.4M
Discretionary$137.5M
Non-Disc.$64.9M
Employees3
Clients200
DateApr 2015
Total AUM$209.2M
Discretionary$128.1M
Non-Disc.$81.1M
Employees3
Clients200
DateMar 2015
Total AUM$209.2M
Discretionary$128.1M
Non-Disc.$81.1M
Employees3
Clients200
DateMar 2015
Total AUM$195.7M
Discretionary$114.5M
Non-Disc.$81.2M
Employees1
Clients100
DateJul 2014
Total AUM$195.7M
Discretionary$114.5M
Non-Disc.$81.2M
Employees1
Clients100
DateMar 2014
Total AUM$195.7M
Discretionary$114.5M
Non-Disc.$81.2M
Employees1
Clients100
DateDec 2013
Total AUM$179.7M
Discretionary$106.8M
Non-Disc.$72.8M
Employees1
Clients100
DateMar 2013
Total AUM$179.7M
Discretionary$106.8M
Non-Disc.$72.8M
Employees1
Clients100
DateMar 2013
Total AUM$143.9M
Discretionary$99.4M
Non-Disc.$44.5M
Employees3
Clients0
DateOct 2012
Total AUM$143.9M
Discretionary$99.4M
Non-Disc.$44.5M
Employees1
Clients0
DateAug 2012
Total AUM$143.9M
Discretionary$99.4M
Non-Disc.$44.5M
Employees1
Clients0
DateJul 2012
Total AUM$143.9M
Discretionary$99.4M
Non-Disc.$44.5M
Employees1
Clients0
DateMar 2012
Total AUM$143.9M
Discretionary$99.4M
Non-Disc.$44.5M
Employees1
Clients0
DateMar 2012
Total AUM$143.9M
Discretionary$99.4M
Non-Disc.$44.5M
Employees1
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0