Newport Wealth Advisors, Inc.
California
Registered In
08/31/2005
Incorp. Date
Company Summary
Newport Wealth Advisors, Inc. in Newport Beach, CA lists Lawrence Michael Depaul, Jr. and Surya J. Metzler of Newport Beach, CA
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Surya J. Metzler
Individual Agent
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4695 MACARTHUR CT FL 11TH, NEWPORT BEACH, CA 92660
(View Past Addresses)
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Lawrence Michael Depaul, Jr.
CEO
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4695 MACARTHUR CT FL 11TH, NEWPORT BEACH, CA 92660
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Surya J. Metzler
Chief Financial Officer
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4695 MACARTHUR CT FL 11TH, NEWPORT BEACH, CA 92660
(View Past Addresses)
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Lawrence Michael Depaul, Jr
Director
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4695 MACARTHUR CT FL 11TH, NEWPORT BEACH, CA 92660
(View Past Addresses)
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Surya J. Metzler
Director
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4695 MACARTHUR CT FL 11TH, NEWPORT BEACH, CA 92660
(View Past Addresses)
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Surya J. Metzler
Secretary
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4695 MACARTHUR CT FL 11TH, NEWPORT BEACH, CA 92660
(View Past Addresses)
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Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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4695 MACARTHUR CT FL 11TH, NEWPORT BEACH, CA 92660
(Mailing)
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Newport Wealth Advisors, Inc.
Form 5500
NEWPORT WEALTH ADVISORS INC.
100 E. San Marcos Blvd. Suite 400, San Marcos, Ca 92069 (949) 798-5759 EIN:20-3582036 Plan Admin:Chris Horne| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameNEWPORT WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$54,907 / $137,216 | 2023 | NEWPORT WEALTH ADVISORS 401(K) PLAN - Plan #001 | 5 / 5 | $54,907 / $137,216 |
| 2022 | Plan NameNEWPORT WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $54,907 | 2022 | NEWPORT WEALTH ADVISORS 401(K) PLAN - Plan #001 | 4 / 5 | $0 / $54,907 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
NEWPORT WEALTH ADVISORS
4695 Macarthur Court. 11th Fl., Newport Beach, Ca 92660| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$76,500 Forgiven$77,202 LenderWells Fargo Bank, National Association Jobs7 | 05/01/2020 | $76,500 | $77,202 | Wells Fargo Bank, National Association | 7 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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