Newport Wealth Strategies Inc
Legal Name: NEWPORT WEALTH STRATEGIES, INC.
Full Contact Details
Newport Wealth Strategies Inc
3333 MICHELSON DR., STE 620, IRVINE, CA
949-484-4700
949-484-4703
Other Info
Newport Wealth Strategies, Inc. is a California corporation with two employees in advisory roles out of a total of four employees. The number of clients they serve is unknown, but they are approved by the U.S. Securities and Exchange Commission, with a registration date of December 19, 2011.
DNS resolution error | www.newportwealthstrategies.com | Cloudflare
Please enable cookies. Error 1001 Ray ID: 799aaf9e6aae254e • 2023-02-15 02:41:42 UTC DNS resolution error What happened? You've requested a page on a website (www.newportwealthstrategies.com) that is on the Cloudflare network. Cloudflare is currently unable to resolve your requested domain (www.ne…
Direct Owners
-
CHRISTINA MARIE WALSH
CHIEF COMPLIANCE OFFICER owns less than 5%
-
DARIN ALBERT SIMONIAN
PRINCIPAL AND SHAREHOLDER owns 75% or more
Firms Located Nearby
Top Holdings
- SCHWAB U.S. LARGE-CAP GROWTH ETF $12,228k
- VANGUARD INDEX FDS GROWTH ETF $8,560k
- SCHWAB STRATEGIC TR $6,903k
- VANGUARD GROUP $4,520k
- SCHWAB STRATEGIC TR US MID-CAP ETF $3,849k
- VANGUARD WORLD FDS INF TECH ET $3,351k
- SCHWAB STRATEGIC TR US DIVIDEND EQ $3,314k
- Berkshire Hathaway, Inc. $3,223k
- Exxon Mobil Corp $3,036k
- Apple Inc $2,674k