← Tributary

NEWE WEALTH MANAGEMENT LLC

· CRD 282048 · IAPD ↗ · (408) 966-2807

$13,142Regulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — NEWE WEALTH MANAGEMENT LLC (location n/a) left the SEC roster (was $13,142 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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