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NEWCORP WEALTH MANAGEMENT

ALPHARETTA, GA · CRD 297125 · IAPD ↗ · newcorpwealth.com · 404-996-6893

$177.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — NEWCORP WEALTH MANAGEMENT (ALPHARETTA, GA) is newly SEC-registered with $143.4M RAUM and 2 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.