Overview
Assets Under Management: $200 million
Headquarters: GLADSTONE, OR
High-Net-Worth Clients: 150
Average Client Assets: $0.7 million
Frequently Asked Questions
NEWBORE WEALTH MANAGEMENT, INC. 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 #306441), NEWBORE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
NEWBORE WEALTH MANAGEMENT, INC. is headquartered in GLADSTONE, OR.
NEWBORE WEALTH MANAGEMENT, INC. serves 150 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, NEWBORE WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
NEWBORE WEALTH MANAGEMENT, INC. manages $200 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, NEWBORE WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.03%
Average Client Assets: $0.7 million
Total Client Accounts: 863
Discretionary Accounts: 863
Regulatory Filings
CRD Number: 306441
Filing ID: 2078148
Last Filing Date: 2026-03-25 18:21:51