This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$263MItem 5.F on the latest filing (2026-04-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$263M

Private client RAUM

$263MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$43.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

6

Offices

2Schedule D 1.F, beyond the principal office

Accounts

1,193

Individual clients

1,133

High net worth clients

60

SEC number

801-130464

CRD

137159

Filings on the tape

5

First filed

May 14, 2024

Latest filed

Apr 6, 2026

Organised

Corporation, CA

Website

newportwealthadvisors.com

• Occurred

  May 14, 2024
  First Form ADV filing

  Newport Wealth Advisors, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago
• Occurred

  Mar 29, 2024
  Advisor changed firm

  Scott Glenn Eichler left Newport Wealth Advisors, Inc. for Centaurus Financial, Inc. (registered 2022-12-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2b7a3a5e-9f0b-20da-bb17-794c80443572

First observed

May 14, 2024

Last observed

Apr 6, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.