Overview
Assets Under Management: $177 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 43
Average Client Assets: $2.2 million
Frequently Asked Questions
NEWCORP WEALTH MANAGEMENT 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 #297125), NEWCORP WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NEWCORP WEALTH MANAGEMENT is headquartered in ALPHARETTA, GA.
NEWCORP WEALTH MANAGEMENT serves 43 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, NEWCORP WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
NEWCORP WEALTH MANAGEMENT manages $177 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, NEWCORP WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.77%
Average Client Assets: $2.2 million
Total Client Accounts: 579
Discretionary Accounts: 564
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 297125
Filing ID: 2050158
Last Filing Date: 2026-02-09 11:50:52