Be advised. This firm is no longer registered.

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 - 2 of 2 top financial advisors.
1
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 21 years of experience in the finance industry.

2
Billie Aponte
CRD#: 2975398
660 Newtown-yardley Rd, Suite 108, Newtown, PA 19067
73
Wealthminder
score

Billie Aponte (CRD# 2975398) is an Investment Advisor Representative working at Newtown Wealth Management Inc. in Newtown, PA and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.