Newport Wealth Advisors, Inc.

Newport Wealth Advisors, Inc. (CRD# 137159) is a financial advisory firm headquartered in Newport Beach, CA. They manage $127,469,000 in 896 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4695 Macarthur Court, 11th Floor, Newport Beach, CA 92660
http://www.rpbacademy.com
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    896
    ACCOUNTS
  • Average Account Value
    $142,265
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Newport Wealth Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Lawrence Depaul, financial advisor Newport Beach CA
Lawrence M. Depaul
CRD#: 4540570
4695 Macarthur Court, 11th Floor, Newport Beach, CA 92660

Lawrence Depaul (CRD# 4540570) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in Newport Beach, CA and has over 21 years of experience in the finance industry.

2
Mary Gibson, financial advisor Newport Beach CA
Mary T. Gibson
CRD#: 1370069
4695 Macarthur Court, 11th Floor, Newport Beach, CA 92660

Mary Gibson (CRD# 1370069) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.

3
David Hatch, financial advisor Newport Beach CA
David H. Hatch
CRD#: 5211012
4695 Macarthur Court, 11th Floor, Newport Beach, CA 92660

David Hatch (CRD# 5211012) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.

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

Surya Metzler (CRD# 4558292) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in Newport Beach, CA and has over 21 years of experience in the finance industry.

5
Marcel Pahmer, financial advisor Newport Beach CA
Marcel Pahmer
CRD#: 4565391
4695 Macarthur Court, 11th Floor, Newport Beach, CA 92660

Marcel Pahmer (CRD# 4565391) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in Newport Beach, CA and has over 21 years of experience in the finance industry.

6
Matthew Smith, financial advisor Newport Beach CA
Matthew S. Smith
CRD#: 5620646
4695 Macarthur Court, 11th Floor, Newport Beach, CA 92660

Matthew Smith (CRD# 5620646) is an Investment Advisor Representative working at Newport Wealth Advisors, Inc. in Newport Beach, CA and has over 13 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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