NEWBORE WEALTH MANAGEMENT, INC.

15 82nd Drive
Suite 220
Gladstone, Oregon 97027
Tel: 503-657-3143

About NEWBORE WEALTH MANAGEMENT, INC.

NEWBORE WEALTH MANAGEMENT, INC, formally registered with the SEC as NEWBORE WEALTH MANAGEMENT, INC. The firm was established in 04/30/2021. They have over 1 offices throughout the country.

NEWBORE WEALTH MANAGEMENT, INC. is a Gladstone, Oregon based Financial Planning firm with nearly $161,907,819 assets under management, offering retirement planning & investment advisory services to 781 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306441
SEC#	801-121039
Assets Managed by Firm	$161,907,819
No. of Clients	781
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	781	$161,907,819
Individuals (other than high net worth individuals)	359	$76,150,606
High net worth individuals	135	$85,757,213

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