NEW MARKET WEALTH MANAGEMENT, LLC
CRD #171031 SEC #801-110574 IRVINE, CA 657-900-1899
SEC Registered
Total AUM
$239.6M
Discretionary
$218M
Employees
6
Clients
0
Accounts
359
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2022
- 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 |
|---|---|---|---|---|
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, DARYL, LEE | I | PRESIDENT, MANAGER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DEKE, SHERRY, DELANEY | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SWEENEY, EDWARD, PAUL | I | MEMBER | NA | |
| SWEENEY, EDWARD, PAUL | I | MEMBER | NA | |
| SWEENEY, EDWARD, PAUL | I | MEMBER | NA | |
| SWEENEY, EDWARD, PAUL | I | MEMBER | NA | |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| THE DEKE FAMILY TRUST | DE | MEMBER | D | Control |
| CLIFFWATER LLC | DE | MEMBER | B | |
| CLIFFWATER LLC | DE | MEMBER | B | |
| CLIFFWATER LLC | DE | MEMBER | B | |
| CLIFFWATER LLC | DE | MEMBER | B | |
| CLIFFWATER LLC | DE | MEMBER | B | |
| CLIFFWATER LLC | DE | MEMBER | B | |
| CLIFFWATER LLC | DE | MEMBER | B | |
| CLIFFWATER LLC | DE | MEMBER | B | |
| CLIFFWATER LLC | DE | MEMBER | B | |
| CLIFFWATER LLC | DE | MEMBER | B | |
| COOK, JENNIFER, BAKER | I | CHIEF COMPLIANCE OFFICER | A | Control |
| COOK, JENNIFER, BAKER | I | CHIEF COMPLIANCE OFFICER | A | Control |
| KSWHOKIE LLC | DE | MEMBER | A | |
| KSWHOKIE LLC | DE | MEMBER | A | |
| KSWHOKIE LLC | DE | MEMBER | A | |
| KSWHOKIE LLC | DE | MEMBER | A | |
| KSWHOKIE LLC | DE | MEMBER | A | |
| KSWHOKIE LLC | DE | MEMBER | A | |
| KSWHOKIE LLC | DE | MEMBER | A | |
| KSWHOKIE LLC | DE | MEMBER | A | |
| KSWHOKIE LLC | DE | MEMBER | A | |
| KSWHOKIE LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A | |
| REWIII LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, DARYL, LEE | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| DEKE, SHERRY, DELANEY | I | THE DEKE FAMILY TRUST | E | Control |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, KELLY, SCOTT | I | KSWHOKIE LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| WOOLWINE, RICHARD, ERNEST | I | REWIII LLC | E | |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| NESBITT, STEPHEN, LANE | I | CLIFFWATER, LLC | D | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
| BARCHICK, KATHLEEN, KAY | I | CLIFFWATER, LLC | C | Control |
Registrations
Federal
IA
Feb 3, 2022 REGISTERED
Notice Filings (3)
CA NY VA
Address
100 SPECTRUM CENTER DRIVESUITE 125
IRVINE, CA 92618
United States
Phone: 657-900-1899