Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
Newport Wealth Advisors

Newport Wealth Advisors

Newport Wealth Advisors ("NWA") is a Fee-Only California State Registered Investment Advisor headquartered in Newport Beach, CA. As Co-Founders, L. Michael DePaul and Surya J. Metzler have combined their years of experience to help investors simply live better lives through prudent rule based investing. Since it's founding in 2005, NWA has focused on helping Individuals who are tired of financial advisors that are not 100% focused on investors needs. Our fiduciary responsibility always places our clients interests ahead of our own. We deliver sophisticated and customized portfolio management, personal relationships, and holistic wealth management.

Last updated on

About Newport Wealth Advisors

Founded

2007

Estimated Revenue

$1M-$10M

Employees

1-10

Category

Industry

Financial Services

Location

City

Newport Beach

State

California

Country

United States
Newport Wealth Advisors

Newport Wealth Advisors

Find your buyer within Newport Wealth Advisors

Tech Stack (22)

search

Programming Languages And Frameworks

Devops And Development

IT Security

Business Intelligence And Analytics

Computer Networks