Newcorp Wealth Management
Newcorp Wealth Management (CRD# 297125) is a financial advisory firm headquartered in Alpharetta, GA. They manage $94,735,057 in 483 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management95MILLION
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Total Number of Accounts483ACCOUNTS
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Average Account Value$196,139
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, TX
Financial Advisors at Newcorp Wealth Management
1
John Newsome (CRD# 2558100) is an Investment Advisor Representative working at Newcorp Wealth Management in Alpharetta, GA and has over 29 years of experience in the finance industry.
2
Lance Newsome (CRD# 3216310) is an Investment Advisor Representative working at Newcorp Wealth Management in Alpharetta, GA and has over 24 years of experience in the finance industry.
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