NEWCORP FINANCIAL SERVICES, INC.
Legal name: NEWCORP WEALTH MANAGEMENT
CRD #297125 SEC #801-132295 ALPHARETTA, GA 404-996-6893
SEC Registered
Total AUM
$143.4M
Discretionary
$113.6M
Employees
3
Clients
101
Accounts
542
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- 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 |
|---|---|---|---|---|
| NEWSOME, JOHN, ALAN | I | PARTNER | D | Control |
| NEWSOME, JOHN, ALAN | I | PRESIDENT | D | Control |
| NEWSOME, LANCE, DUSTIN | I | PARTNER / CCO | D | Control |
| NEWSOME, LANCE, DUSTIN | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (3)
FL GA TX
Address
11720 AMBERPARK DRIVESUITE 170
ALPHARETTA, GA 30009
United States
Phone: 404-996-6893