RIA Intel›Advisers›Oregon›NEWBORE WEALTH MANAGEMENT, INC.

NEWBORE WEALTH MANAGEMENT, INC.

Advisory

N·GLADSTONE, OR

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$200M
1-Year AUM Growth
+27.3%
3-Year CAGR
+9.5%
Employees
2
Assets Under Management
Total AUM$200M
Discretionary AUM$200M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients494
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingMar 30, 2021
Latest FilingMar 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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