# Newport Wealth Advisors, Inc.

> Newport Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 137159
- Filed as: NEWPORT WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137159
- AdvisorCensus page: https://advisorcensus.com/firm/newport-wealth-advisors-inc-newport-beach-ca-137159

## Quick answers

**How is Newport Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Newport Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Newport Wealth Advisors, Inc. located?**
Newport Wealth Advisors, Inc.'s principal office is in Newport Beach, CA, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Newport Wealth Advisors, Inc. registered with the SEC or a state?**
Newport Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 137159.

**How much does Newport Wealth Advisors, Inc. manage?**
Newport Wealth Advisors, Inc. reports $262,570,000 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary).

**How have Newport Wealth Advisors, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Newport Wealth Advisors, Inc.: Regulatory assets under management: $140,410,000 in the October 2024 data and $262,570,000 in the October 2026 data, up 87%. Total employees: 7 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Newport Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,133); high net worth individuals (60).

**Which custodians does Newport Wealth Advisors, Inc. use?**
Newport Wealth Advisors, Inc.'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 Newport Wealth Advisors, Inc. 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/137159

**What changed in Newport Wealth Advisors, Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $193,260,000 to $262,570,000 (+36%).

## From the Form ADV filing

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

### 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: $262,570,000
- Discretionary: $262,570,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,133 | $190,350,000 |
| High net worth individuals | 60 | $72,220,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- San Diego, CA
- San Marcos, CA

### Websites listed on Form ADV (Item 1.I)
- newportwealthadvisors.com
- Facebook @brandonwelchfinancial
- Facebook @david.hatch.16
- Facebook @lmichael.depaul

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $140,410,000 | 7 | May 17, 2024 |
| October 2025 | $193,260,000 | 6 | March 28, 2025 |
| October 2026 | $262,570,000 | 8 | April 6, 2026 |

Regulatory assets under management: $140,410,000 in the October 2024 data and $262,570,000 in the October 2026 data, up 87%.
Total employees: 7 in October 2024 and 8 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $193,260,000 to $262,570,000 (+36%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newport Wealth Advisors, Inc. (CRD 137159): Form ADV filing data as of October 2026.