Newport Wealth Advisors, Inc.
- Regulatory AUM
- $263M
- Discretionary
- $263M
- Clients
- 1,193
- Avg AUM / client
- $220K
- Accounts
- 1,193
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,133 | $190M | 72.5% |
| High net worth individuals | 60 | $72.2M | 27.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Michael Depaul | Cco / Ceo | Aug 2010 (16y) | 50% – 75% | |
| Surya Joshua Kane Metzler | Cfo | Aug 2010 (16y) | 50% – 75% | |
| Matthew Scott Smith | Registered representative | Jan 2018 (9y) | ||
| David Harlan Hatch | Registered representative | Aug 2019 (7y) | ||
| Mary Theresa Gibson | Registered representative | Dec 2022 (4y) | ||
| Brandon Michael Welch | Registered representative | CFP | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $193M (74% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗