New Market Wealth Management, LLC

New Market Wealth Management, LLC (CRD# 171031) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $52,841,366 in 99 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $533,751
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, VA

Financial Advisors at New Market Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sherry D. Deke
CRD#: 2361477
695 Town Center Drive, Suite 540, Costa Mesa, CA 92626
96
Wealthminder
score

Sherry Deke (CRD# 2361477) is an Investment Advisor Representative working at New Market Wealth Management, LLC in Costa Mesa, CA and has over 16 years of experience in the finance industry. Sherry Deke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer B. Cook
CRD#: 1243994
695 Town Center Drive, Suite 540, Costa Mesa, CA 92626
93
Wealthminder
score

Jennifer Cook (CRD# 1243994) is an Investment Advisor Representative working at New Market Wealth Management, LLC in Costa Mesa, CA and has over 32 years of experience in the finance industry.

3
Daryl L. Deke
CRD#: 1655492
695 Town Center Drive, Suite 540, Costa Mesa, CA 92626
93
Wealthminder
score

Daryl Deke (CRD# 1655492) is an Investment Advisor Representative working at New Market Wealth Management, LLC in Costa Mesa, CA and has over 26 years of experience in the finance industry.

4
Zachary H. Bindler
CRD#: 5810886
695 Town Center Drive, Suite 540, Costa Mesa, CA 92626
90
Wealthminder
score

Zachary Bindler (CRD# 5810886) is an Investment Advisor Representative working at New Market Wealth Management, LLC in Costa Mesa, CA and has over 5 years of experience in the finance industry.

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