Newport Wealth Advisors

  • Financial Services
  • Newport Beach CA
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
4695 MacArthur Court, Suite 1100, Newport Beach CA
Website
newportwealthadvisors.com
Phone
(949) 798-5759
Employees
7
Founded in
2007
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Newport Wealth Advisors

Newport Wealth Advisors is a financial advisory firm based in Newport Beach, California. The company employs 7 people and generates an annual revenue of $2.5 million. Newport Wealth Advisors provides sophisticated portfolio management and world-class service to clients seeking to navigate their financial futures. Their approach is centered on objective, customizable advice and a commitment to fiduciary responsibility. The firm distinguishes itself by offering no proprietary products, ensuring their recommendations are always in the best interest of their clients. They prioritize working closely with clients to develop the safest and most efficient path to achieve their financial goals. For more information, visit newportwealthadvisors.com.

Company Leadership

Surya Metzler

Founder

Phone Email

Newport Wealth Advisors Industry Tags

Retirement Income Planning
Wealth Management
Protection Planning
Safe Income Investments
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FAQ

What is the location of Newport Wealth Advisors's headquarters?
The headquarters of Newport Wealth Advisors are situated at 4695 MacArthur Court, Suite 1100, Newport Beach CA
What is Newport Wealth Advisors's phone number?
Newport Wealth Advisors's contact number is (949) 798-5759.
What is Newport Wealth Advisors's official website?
The official website of Newport Wealth Advisors can be found at newportwealthadvisors.com.
What is Newport Wealth Advisors's current revenue?
As of February 2019, Newport Wealth Advisors's annual revenue reached $3B.
How many employees does Newport Wealth Advisors currently have?
Newport Wealth Advisors employs approximately 7+ people as of February 2019
Which industries is Newport Wealth Advisors primarily operating in?
Newport Wealth Advisors operates in the following industries: Finance, Credit
Who is the Founder of Newport Wealth Advisors?
Newport Wealth Advisors's Founder is Surya Metzler
What are Newport Wealth Advisors's industry tags?
Newport Wealth Advisors's industry tags include: Retirement Income Planning, Wealth Management, Protection Planning
When was Newport Wealth Advisors founded?
Newport Wealth Advisors was founded in 2007.

Employee Directory

Key Employees

Mike DePaul

Founder and President

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Brandon Welch

Financial Advisor

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Veronica Hernandez

Client Relations Coordinator

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