Today's financial seas can be rough. Newport Wealth Advisors was founded to help our clients navigate their financial futures through objective, customizable advice. With sophisticated portfolio management, world-class service, and no proprietary products, our team’s sole focus is on our fiduciary responsibility to truly impact the lives of clients. We strive every day to work side-by-side with clients and offer them the safest, most efficient path to reach their goals.
View Top Employees from Newport Wealth Advisors| Website | http://www.newportwealthadvisors.com |
| Revenue | $11 million |
| Employees | 7 (7 on RocketReach) |
| Founded | 2007 |
| Address | 4695 MacArthur Court Suite 1100, Newport Beach, California 92660, US |
| Phone | (877) 692-7227 |
| Fax | (949) 798-5761 |
| Technologies |
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| Industry | Financial Services, Finance General, Retirement Income Planning, Finance, Wealth Management, Protection Planning, Safe Income Investments |
| Web Rank | 29 Million |
| Competitors | Bollin Wealth Management LLC, Botkin Family Wealth Management, Joslin Capital Advisors, LLC, Stockade Wealth Management |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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Newport Wealth Advisors Questions
The Newport Wealth Advisors annual revenue was $11 million in 2024.
Mike DePaul is the Founder and President of Newport Wealth Advisors.
7 people are employed at Newport Wealth Advisors.
Newport Wealth Advisors is based in Newport Beach, California.
The NAICS codes for Newport Wealth Advisors are [52, 5239, 523, 52393].
The SIC codes for Newport Wealth Advisors are [628, 62].
Top Newport Wealth Advisors Employees
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ViewMike DePaul
Founder and President at Newport Wealth Advisors
Newport Beach, California, United States25 -
11
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View
David Hatch
Certified Financial Planner®, Certified Financial Fiduciary® at Newport Wealth Advisors
California, United States1 -
32
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21
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ViewDavid Hatch
Certified Financial Fiduciary , Financial Planner at Newport Wealth Advisors
Banning, California, United States1 -
1
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