Overview
Assets Under Management: $148 million
Headquarters: COSTA MESA, CA
High-Net-Worth Clients: 44
Average Client Assets: $2.9 million
Frequently Asked Questions
NEW MARKET WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171031), NEW MARKET WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NEW MARKET WEALTH MANAGEMENT, LLC is headquartered in COSTA MESA, CA.
NEW MARKET WEALTH MANAGEMENT, LLC serves 44 high-net-worth clients according to their SEC filing dated October 22, 2018. View client details ↓
According to their SEC Form ADV, NEW MARKET WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
NEW MARKET WEALTH MANAGEMENT, LLC manages $148 million in client assets according to their SEC filing dated October 22, 2018.
According to their SEC Form ADV, NEW MARKET WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.29%
Average Client Assets: $2.9 million
Total Client Accounts: 249
Discretionary Accounts: 249
Regulatory Filings
CRD Number: 171031
Filing ID: 1247280
Last Filing Date: 2018-10-22 17:59:00