RIA Intel›Advisers›California›NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC

NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC

Advisory

SOQUEL, CA

Data as of Jun 19, 2026 · Source: SEC Form ADV

Rank in CA

#3,716

of 5,480 advisers by AUM

Average account

$3M

across 12 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 19, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$39M

Discretionary AUM$36M

Non-Discretionary AUM$3M

Discretionary %93.4%

Total Clients12

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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