NEWPORT WEALTH ADVISORS, INC.

Overview

Newport Wealth Advisors, Inc. is an independent registered investment adviser serving individuals and families. The firm operates on a percentage-of-assets fee model and delivers financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. In addition to its advisory practice, the firm maintains broker-dealer and insurance-broker activities and supports registered representative functions, which enables direct placement of insurance and annuity products alongside investment accounts. Investment implementation leans toward pooled public vehicles rather than direct-stock concentrated strategies. The ADV highlights a heavy use of public funds and mutual funds as the primary vehicle for client portfolios, supplemented by fixed-income allocations such as corporate debt and insurance wrappers like annuities. The firm also deploys third-party alternative managers into real estate strategies rather than operating its own private funds, so its alternatives exposure is achieved through external managers and funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices