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NEWCORP WEALTH MANAGEMENT
Legal name: NEWCORP FINANCIAL SERVICES, INC.
CRD 297125File 801-132295
APPROVED
Retail clients
Filing as of Feb 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$177.1M
Bottom 25% of cohort (national)
Discretionary AUM
$142.4M
Non-discretionary $34.7M
Clients
208
579 accounts
Employees
3
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 31, 2025
- Principal office
- 11720 AMBERPARK DRIVE, SUITE 170, ALPHARETTA, GA, 30009
- Phone
- 404-996-6893
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $177.1M
- Discretionary AUM
- $142.4M
- Non-discretionary AUM
- $34.7M
- Discretionary accounts
- 564
- Non-discretionary accounts
- 15
- Total accounts
- 579
- AUM per client
- $851K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $970K |
| Charitable organizations | Fewer than 5 | $569K |
| High net worth individuals | 43 | $93.4M |
| Pension and profit sharing plans | 15 | $34.7M |
| Individuals (other than high net worth individuals) | 147 | $47.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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.