Newcorp Wealth Management

RIASEC RegisteredEst. 2025
Total AUM
$177M
Discretionary
$142M
80% of AUM
Avg account
$306K
Accounts
579
Employees
3
Advisory reps
2

Firm details

Headquarters
Alpharetta, Georgia
CRD number
297125
Registered since
March 31, 2025
Website
www.newcorpwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI52.77%
  • Individuals26.76%
  • Pension & Profit Sharing Plans19.6%
  • Corporations / Businesses0.55%
  • Charitable Organizations0.32%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Newcorp Wealth Management is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm offers financial planning and portfolio management for individuals and small businesses, and also acts as an insurance broker. Its client base includes both individual and family clients as well as some institutional relationships. Fees are charged as a percentage of AUM and, in some cases, fixed fees. The adviser is not a capital allocator, does not identify as an active ESG investor, and is not positioned as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 4%, Cash & Cash Equivalents 3%, US Government Bonds 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Contacts

2 of 2
  • Lance Newsome

    Lance Newsome

    Partner and CCOCRD 3216310

  • John Newsome

    John Newsome

    Financial AdvisorCRD 2558100

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$142M in ETFs

Passive

53%

$74.8M

Active

33%

$67.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$20.8M30,34614.65%
Unlock additional holdings →

Location

Primary office

Alpharetta, GA

Fulton

Location

Alpharetta, GA

Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
11720 Amber Park Dr
Time zone
ET (UTC-5)
Office locations

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