← Tributary

NEWBORE WEALTH MANAGEMENT, INC.

GLADSTONE, OR · CRD 306441 · IAPD ↗ · newbore-wealth.com · 503-657-3143

$200.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — NEWBORE WEALTH MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2025 — NEWBORE WEALTH MANAGEMENT, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — NEWBORE WEALTH MANAGEMENT, INC. reported RAUM up 27% ($106.2M -> $135.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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