NEWBORE WEALTH MANAGEMENT, INC.
CRD #306441 SEC #801-121039 GLADSTONE, OR 503-657-3143
SEC Registered
Total AUM
$161.9M
Discretionary
$161.9M
Employees
4
Clients
0
Accounts
781
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $161.9M | $161.9M | $0 | 4 | 0 |
| Feb 2024 | $135.2M | $135.2M | $0 | 4 | 0 |
| Aug 2023 | $106.2M | $106.2M | $0 | 4 | 0 |
| May 2023 | $106.2M | $106.2M | $0 | 4 | 0 |
| Mar 2023 | $106.2M | $106.2M | $0 | 4 | 0 |
| Mar 2022 | $120M | $120M | $0 | 4 | 0 |
| Jan 2022 | $104M | $104M | $0 | 3 | 0 |
| Apr 2021 | $104M | $104M | $0 | 3 | 0 |
| Mar 2021 | $104M | $104M | $0 | 3 | 0 |
DateMar 2025
Total AUM$161.9M
Discretionary$161.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees3
Clients0