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NEWCORP WEALTH MANAGEMENT
Legal name: NEWCORP FINANCIAL SERVICES, INC.
CRD 297125File 801-132295
APPROVED
Retail clients
Filing as of Sep 14, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Custody | Yes | No | |
| Mar 1, 2026 | Clients | 216 | 208 | decreased by8 |
| Mar 1, 2026 | AUM | $143,397,809 | $177,083,838 | increased by$33,686,029 |
| Mar 1, 2026 | Accounts | 542 | 579 | increased by37 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEWCORP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEWCORP WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.