← Directory
NEWPORT WEALTH ADVISORS, INC.
CRD 137159File 801-130464
APPROVED
Retail clients
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$262.6M
Below cohort median (national)
Discretionary AUM
$262.6M
Clients
1,193
1,193 accounts
Employees
8
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 13, 2024
- Principal office
- 4695 MACARTHUR COURT, 11TH FLOOR, NEWPORT BEACH, CA, 92660
- Phone
- (877) 692-7227
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $262.6M
- Discretionary AUM
- $262.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,193
- Non-discretionary accounts
- 0
- Total accounts
- 1,193
- AUM per client
- $220K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $72.2M |
| Individuals (other than high net worth individuals) | 1,133 | $190.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.