Be advised. This firm is no longer registered.

Newport Wealth Strategies, Inc.

Newport Wealth Strategies, Inc. (CRD# 159376) is a financial advisory firm headquartered in Irvine, CA. They manage $341,980,243 in 554 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    554
    ACCOUNTS
  • Average Account Value
    $617,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NY, TX

Financial Advisors at Newport Wealth Strategies, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.