Newbore Wealth Management, Inc.
SEC RegisteredGet Control of your Financial Future
About the firm
Newbore Wealth Management Inc. is a full service Investment Planning and Financial Service firm. The firm's financial professionals have built a reputation on helping clients strive to create and preserve wealth for their families and their businesses. As a full-service investment services office, they offer clients access to an assortment of comprehensive, non-proprietary investments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment planning, financial planning, wealth management, retirement planning, tax planning, college planning, estate planning, 401k and IRA options, and investment portfolio analysis.
Who they serve
Individuals and businesses seeking to create, preserve, and grow wealth, including those planning for retirement, college, and estate transitions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 378 | $88M |
| High Net Worth Individuals | 150 | $112M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First Tier | 1.00% |
| Second Tier | 0.85% |
| Third Tier | 0.65% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Newbore Wealth Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched