Newcorp Wealth Management
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 297125
- Registered since
- March 31, 2025
- Website
- www.newcorpwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI52.77%
- Individuals26.76%
- Pension & Profit Sharing Plans19.6%
- Corporations / Businesses0.55%
- Charitable Organizations0.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Newcorp Wealth Management is an independent, individual‑owned registered investment adviser that registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management (with a stated focus on individuals and small businesses). Its fee model combines percentage‑of‑AUM billing with fixed fees. The firm also operates as an insurance broker. Newcorp does not identify as an active ESG investor and is not a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
2 of 2
Lance Newsome
Partner and CCOCRD 3216310
John Newsome
Financial AdvisorCRD 2558100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$142M in ETFs
52%
$73.6M
32%
$68M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $20.2M | 28,770 | 14.24% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 11720 Amber Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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