NEWPORT WEALTH ADVISORS, INC.
  • NEWPORT WEALTH ADVISORS, INC.
  • OLMSTED ADVISORS, INC.

Adviser Profile

As of Date 06/15/2024
Registration status Registration Changed to NEWPORT WEALTH ADVISORS, INC.
ADV Location NEWPORT BEACH, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 140,410,000 10%
of that, discretionary 140,410,000 10%
Number of Employees 7
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 148,897 5%
% High Net Worth 4.39% 26%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Commissions

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees