NEWCORP WEALTH MANAGEMENT
SEC RegisteredWhen Markets React
About the firm
NewCorp Wealth Management is a financial services firm located in the Alpharetta community of Atlanta, GA. They offer personalized service focused on individual needs, wants, and financial goals and objectives, with professionals who have extensive experience in financial services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement preparation, college savings, and estate strategy, with personalized service focused on clients' needs, wants, and financial goals and objectives.
Who they serve
Individuals facing unique challenges as they prepare for retirement, across all stages of life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 147 | $47M |
| High Net Worth Individuals | 43 | $93M |
| Charitable Organizations | 15 | $35M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $500,000 | 1.25% |
| $500,001 – $1,000,000 | 1.15% |
| $1,000,001 or more | 1.05% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEWCORP WEALTH MANAGEMENT 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.