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NEWPORT WEALTH ADVISORS, INC.

NEWPORT BEACH, CA · CRD 137159 · IAPD ↗ · newportwealthadvisors.com · (877) 692-7227

$262.6MRegulatory AUM
6Advisory reps
8Employees
31Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
May 2026 — NEWPORT WEALTH ADVISORS, INC. reported RAUM up 36% ($193.3M -> $262.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
December 2025 — NEWPORT WEALTH ADVISORS, INC. changed its website from rpbacademy.com to newportwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2025 — NEWPORT WEALTH ADVISORS, INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2025 — NEWPORT WEALTH ADVISORS, INC. reported RAUM up 38% ($140.4M -> $193.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2024 — NEWPORT WEALTH ADVISORS, INC. (NEWPORT BEACH, CA) is newly SEC-registered with $140.4M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.