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Wealth Management Network LLC (Newport Beach)


Wealth Management Network LLC is a large advisory firm based in Newport Beach. It manages $128.63 million of regulatory assets for 356 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona and California.

Wealth Management Network provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Management Network: assets under management

The assets under management (AUM) of Wealth Management Network LLC is $128.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 312% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $128.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $361.31 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Management Network LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newport Beach

The principal office where Wealth Management Network LLC performs its advisory services is located at 610 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (949) 720-9980 or by fax (949) 720-9998. The normal business hours are 8:30am to 5:00pm on Monday - Friday.


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