NEWCORP WEALTH MANAGEMENT
  • NEWCORP WEALTH MANAGEMENT
  • NEWCORP FINANCIAL SERVICES, INC.

Adviser Profile

As of Date 09/14/2026
Registration SEC, Approved, 03/31/2025
Other registrations (6)
Former registrations

NEWCORP FINANCIAL SERVICES, INC.

ADV Location ALPHARETTA, GA, United States
Contact Info 404 xxxxxxx
Websites
AUM* 177,083,838 23%
of that, discretionary 142,378,596 25%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 305,844 16%
% High Net Worth 20.67% 24%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

142M 122M 102M 81M 61M 41M 20M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees