NEWPORT WEALTH ADVISORS, INC.
SEC RegisteredSmart financial advice for the discerning investor.
About the firm
Newport Wealth Advisors uses a data-driven, four-step process (Assess, Plan, Manage, Review) to provide individualized financial strategies. The firm takes a team approach to help clients navigate a complex financial-services world, offering opinions from advisors with diverse backgrounds, education, and experience. They seek to simplify the complex while providing a level of service they describe as rarely seen in the financial industry.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Income Planning, Investment Management, Financial Planning, and Retirement Plans (employer-sponsored). The firm also offers estate planning and Social Security strategy guidance.
Who they serve
Investors with $250,000 or more in their investment portfolios who are seeking consistent growth results with minimized risk, as well as companies seeking customized retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,133 | $190M |
| High Net Worth Individuals | 60 | $72M |
31 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 6, 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. NEWPORT WEALTH ADVISORS, 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