Newtown Wealth Management Inc.

Newtown Wealth Management Inc. (CRD# 145744) is a financial advisory firm headquartered in Newtown, PA. They manage $12,700,000 in 159 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $79,874
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NJ, PA

Financial Advisors at Newtown Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jay D. Thompson
CRD#: 2379212
660 Newtown-yardley Rd, Suite 108, Newtown, PA 19067
93
Wealthminder
score

Jay Thompson (CRD# 2379212) is an Investment Advisor Representative working at Newtown Wealth Management Inc. in Newtown, PA and has over 22 years of experience in the finance industry.

2
William C. Wolk
CRD#: 2738263
660 Newtown-yardley Rd, Suite 108, Newtown, PA 19067
83
Wealthminder
score

William Wolk (CRD# 2738263) is an Investment Advisor Representative working at Newtown Wealth Management Inc. in Newtown, PA and has over 19 years of experience in the finance industry.

3
Billie Aponte
CRD#: 2975398
660 Newtown-yardley Rd, Suite 108, Newtown, PA 19067
68
Wealthminder
score

Billie Aponte (CRD# 2975398) is an Investment Advisor Representative working at Newtown Wealth Management Inc. in Newtown, PA and has over 18 years of experience in the finance industry.

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