# New Frontier Wealth Management

> New Frontier Wealth Management is a state-registered investment advisory firm in Englewood, CO, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 147055
- Filed as: NEW FRONTIER WEALTH MANAGEMENT
- Legal name: New Frontier Financial Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Englewood, CO
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147055
- AdvisorCensus page: https://advisorcensus.com/firm/new-frontier-wealth-management-englewood-co-147055

## Quick answers

**How is New Frontier Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), New Frontier Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is New Frontier Wealth Management located?**
New Frontier Wealth Management's principal office is in Englewood, CO, according to its Form ADV.

**Is New Frontier Wealth Management registered with the SEC or a state?**
New Frontier Wealth Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 147055.

**How much does New Frontier Wealth Management manage?**
New Frontier Wealth Management reports $24,489,180 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**What types of clients does New Frontier Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (7); charitable organizations (1).

**Does New Frontier Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147055

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $24,489,180
- Discretionary: $24,489,180
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $8,267,520 |
| High net worth individuals | 7 | $16,169,373 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $52,287 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nfwealthmgmt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Frontier Wealth Management (CRD 147055): Form ADV filing data as of October 2026.