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

Adviser Profile

As of Date 04/02/2025
Registration status Registration Changed to NEWCORP FINANCIAL SERVICES, INC.
ADV Location ALPHARETTA, GA, United States
Contact Info 404 xxxxxxx
Websites
AUM* 143,397,809 51%
of that, discretionary 113,609,047 20%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 264,572 35%
% High Net Worth 16.67% -5%
SMA’s No
Private Funds 0

Adviser Type

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees