# Newcorp Wealth Management

> Newcorp Wealth Management is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 297125
- Filed as: NEWCORP WEALTH MANAGEMENT
- Legal name: Newcorp Financial Services, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297125
- AdvisorCensus page: https://advisorcensus.com/firm/newcorp-wealth-management-alpharetta-ga-297125

## Quick answers

**How is Newcorp Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Newcorp Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Newcorp Wealth Management located?**
Newcorp Wealth Management's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Newcorp Wealth Management registered with the SEC or a state?**
Newcorp Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 297125.

**How much does Newcorp Wealth Management manage?**
Newcorp Wealth Management reports $177,083,838 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (80% discretionary).

**How have Newcorp Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Newcorp Wealth Management: Regulatory assets under management: $143,397,809 in the October 2025 data and $177,083,838 in the October 2026 data, up 23%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Newcorp Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (43); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does Newcorp Wealth Management use?**
Newcorp Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Newcorp 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 SEC record: https://adviserinfo.sec.gov/firm/summary/297125

**Does Newcorp Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "NWM offers investment advisory services to individuals and corporations. There is no minimum account size to open and maintain an advisory account."

**What changed in Newcorp Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $143,397,809 to $177,083,838 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: None

> NWM offers investment advisory services to individuals and corporations. There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $177,083,838
- Discretionary: $142,378,596
- Non-discretionary: $34,705,242

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $47,389,917 |
| High net worth individuals | 43 | $93,449,649 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $34,705,242 |
| Charitable organizations | 1 | $568,674 |
| Corporations or other businesses not listed above | 2 | $970,356 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- newcorpwealth.com
- LinkedIn @jnewsome-ria-newcorp
- LinkedIn @lance-newsome-cfp®-b20baba

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $143,397,809 | 3 | March 4, 2025 |
| October 2026 | $177,083,838 | 3 | September 14, 2026 |

Regulatory assets under management: $143,397,809 in the October 2025 data and $177,083,838 in the October 2026 data, up 23%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $143,397,809 to $177,083,838 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newcorp Wealth Management (CRD 297125): Form ADV filing data as of October 2026.