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
11720 Amberpark Drive, Suite 170, Alpharetta, GA 30009
https://www.newcorpwealth.com
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    483
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Newcorp Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
John Newsome, financial advisor Alpharetta GA
John A. Newsome
CRD#: 2558100
11720 Amberpark Drive, Suite 170, Alpharetta, GA 30009

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, financial advisor Alpharetta GA
Lance D. Newsome
CRD#: 3216310
11720 Amberpark Drive, Suite 170, Alpharetta, GA 30009

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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