RIA Intel›Advisers›Michigan›DOUG NEWPORT WEALTH MANAGEMENT

DOUG NEWPORT WEALTH MANAGEMENT

Advisory

MI

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in MI
#475
of 521 advisers by AUM
Average account
$227K
across 272 accounts
AUM per adviser
$62M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM
$62M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$62M
Discretionary AUM$60M
Non-Discretionary AUM$1M
Discretionary %97.9%
Total Clients163
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

FOREVER YOUNG WEALTH MANAGEMENT LLC
BRIGHTON, MI
$62M
CASTLE WEALTH GROUP INVESTMENTS LLC
BRIGHTON, MI
$62M
RICHMARK PRIVATE WEALTH MANAGEMENT, LLC
FRANKENMUTH, MI
$61M
HARWOOD INVESTMENT STRATEGIES, L.L.C.
MONROE, MI
$62M
CRYSTAL COAST WEALTH ADVISORS LLC
$61M
LEGACY INVESTMENT ADVISORS LLC
WYANDOTTE, MI
$61M

Get the full picture on DOUG NEWPORT WEALTH MANAGEMENT

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DOUG NEWPORT WEALTH MANAGEMENT and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans