Newport Wealth Advisors, Inc.

Newport Wealth Advisors, Inc. (CRD# 137159) is a financial advisory firm headquartered in Newport Beach, CA. They manage $40,782,299 in 382 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $106,760
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based fees
  • Other
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)
  • Educational seminars/workshops
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

Financial Advisors at Newport Wealth Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Lawrence M. Depaul
CRD#: 4540570
4695 Macarthur Court, 11th Floor, Newport Beach, CA 92660
93
Wealthminder
score

Lawrence Depaul (CRD# 4540570) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in Newport Beach, CA and has over 14 years of experience in the finance industry.

2
Scott G. Eichler
CRD#: 5431034
4695 Macarthur Court, 11th Floor, Newport Beach, CA 92660
93
Wealthminder
score

Scott Eichler (CRD# 5431034) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.

3
Matthew S. Smith
CRD#: 5620646
12636 High Bluff Dr., Suite 400, San Diego, CA 92130
93
Wealthminder
score

Matthew Smith (CRD# 5620646) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in San Diego, CA and has over 6 years of experience in the finance industry.

4
Surya J. Metzler
CRD#: 4558292
4695 Macarthur Court, 11th Floor, Newport Beach, CA 92660
58
Wealthminder
score

Surya Metzler (CRD# 4558292) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in Newport Beach, CA and has over 14 years of experience in the finance industry.

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