NEWCORP FINANCIAL SERVICES, INC.
Doing business as NEWCORP WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$177,083,838
Discretionary
$142,378,596
Non-discretionary
$34,705,242
Firm details
- CRD number
- 297125
- SEC file number
- 801-132295
- Main office
- ALPHARETTA, GA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.NEWCORPWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.