Newport Wealth Advisors, Inc.

CRD 137159 · Newport Beach, CA · $262.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 137159
SEC number: 801-130464
Firm type: RIA
Assets under management: $262.6M as of Apr 6, 2026
Website: www.newportwealthadvisors.com ↗
Phone: (877) 692-7227
Address: 4695 Macarthur Court, Newport Beach, CA, 92660

Advisors at this firm

5 in our index · page 1 of 1

Lawrence Michael DepaulCRD 4540570 · Newport Beach, CA

IA RegisteredBroker

Disclosure event(s) on record
Mary Theresa GibsonCRD 1370069 · Newport Beach, CA

IA RegisteredRegistration inactive
David Harlan HatchCRD 5211012 · Newport Beach, CA

IA RegisteredBroker

Disclosure event(s) on record
Surya Joshua Kane MetzlerCRD 4558292 · Newport Beach, CA

IA RegisteredBroker

Disclosure event(s) on record
Matthew Scott SmithCRD 5620646 · Newport Beach, CA

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 137159 ↗ FINRA BrokerCheck record for firm CRD 137159 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.