# New Phase Financial

New Phase Financial is an Asset Manager based in San Diego.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Diego
- **Assets under management:** Undisclosed
- **Website:** https://newphasefinancial.com

## Regulatory record

- **CRD number:** 316248
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316248

## About

New Phase Financial is an advice-only, fee-only financial planning firm that does not manage investments or earn money through commissions, product recommendations, or finders fees. It provides personalized financial plans that align clients' money with their goals and values, with an emphasis on education and decision support. The practice is mission-driven and based in San Diego.

## People

- Rob Bartels — founder and principal

## Questions

### Who runs investment decisions at New Phase Financial?

No named investment principals or decision-makers have been publicly identified for New Phase Financial (public record). The firm has not disclosed its management team, CIO, or CEO as of mid-2026.

### What is New Phase Financial's AUM?

New Phase Financial does not publicly disclose its assets under management (public record). No credible estimates from external sources are available, and the firm has not reported AUM to any known regulator.

### Where is New Phase Financial based?

New Phase Financial has not publicly listed a headquarters address or city (public record). No office locations have been identified through company registrations or media mentions.

### What investment strategy does New Phase Financial pursue?

New Phase Financial's investment strategy is not publicly documented (public record). No information exists on targeted asset classes, sectors, geographic regions, or investment stages. The firm has not disclosed a website or strategy document.

### How does New Phase Financial source deal flow?

No information is available on New Phase Financial's deal sourcing model (public record). The firm lacks a public profile, making proprietary sourcing mechanisms impossible to verify.

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- [Ultra Blue Capital](https://altss.com/profile/ultra-blue-capital-llc)
- [Bormann Wealth Management LLC](https://altss.com/profile/bormann-wealth-management-llc)

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Last updated: 2026-08-11T15:07:34.613Z

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