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 RIA that registered with the SEC in 2025. The firm serves both individuals/families and institutional clients, focusing its advisory services on financial planning and portfolio management for individuals and small businesses. It operates with a fee model that includes both percentage-of-AUM and fixed-fee arrangements, and it also functions as an insurance broker. Newcorp presents itself as a multi-service wealth advisor rather than a capital allocator: it does not appear to run proprietary pooled funds or operate as a manager-of-managers. The firm is not an active ESG investor, and it reports no related-adviser affiliations or multi-state adviser status.
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 50Active vs passive
$142M in ETFs
53%
$74.8M
33%
$67.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $20.8M | 30,346 | 14.65% |
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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