# Newport Wealth Management

Newport Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/christopherhelwig

## Regulatory record

- **CRD number:** 166375
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166375

## About

Newport Wealth Management, LLC is a state-registered investment adviser in Red Bank, NJ. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Newport Wealth Management?

The firm has not publicly named any investment committee members, CIO, or portfolio managers. Without disclosed leadership, decision-making authority cannot be attributed.

### What investment stages does Newport Wealth Management typically target?

No stage preferences have been publicly stated. The firm's investment approach is not documented in any accessible source.

### Which sectors does Newport Wealth Management explicitly avoid?

The firm has not published any sector avoidance policies. Given the lack of public strategy, no exclusions can be confirmed.

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Last updated: 2026-07-06T01:24:22.005Z

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