Newport Wealth Management, LLC
Newport Wealth Management, LLC (CRD# 166375) is a financial advisory firm headquartered in Red Bank, NJ. They manage $2,519,376 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$125,969
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Helwig (CRD# 5129193) is an Investment Advisor Representative working at Newport Wealth Management, LLC in Eatontown, NJ and has over 11 years of experience in the finance industry. Christopher Helwig 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.