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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, CHRISTINA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND SHAREHOLDER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| OFFEL, KEITH, HAROLD | I | SHAREHOLDER | C | Control |
| OFFEL, KEITH, HAROLD | I | SHAREHOLDER | C | Control |
| OFFEL, KEITH, HAROLD | I | SHAREHOLDER | C | Control |
| OFFEL, KEITH, HAROLD | I | SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| REGITZ, JAMES, WYNN | I | PRESIDENT AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| SIMONIAN, DARIN, ALBERT | I | CHIEF FINANCIAL OFFICER AND SHAREHOLDER | C | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | SHAREHOLDER | A | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | SHAREHOLDER | A | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| DILIBERTO, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
Registrations
Federal
IA
Mar 24, 2021 REGISTERED
Notice Filings (7)
CA FL IL LA NE NY TX
Address
18301 VON KARMAN AVE.STE 900
IRVINE, CA 92612
United States
Phone: 949-484-4700