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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- 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 |
|---|---|---|---|---|
| NEWBORE, DAVID, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| NEWBORE, DAVID, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| NEWBORE, DAVID, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| NEWBORE, DAVID, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| NEWBORE, DAVID, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| NEWBORE, DAVID, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| NEWBORE, DAVID, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| NEWBORE, DAVID, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| NEWBORE, DAVID, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (4)
AZ CA OR WA
Address
15 82ND DRIVESUITE 220
GLADSTONE, OR 97027
United States
Phone: 503-657-3143