Brandon Michael Welch
Investment adviser representative at Newport Wealth Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$262.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Newport Wealth Advisors, Inc.May 2021 to now
- Centaurus Financial, Inc.May 2021 to now
- The Parking Reit, Inc.Jul 2019 to now
- Kcj CompanyMar 2016 to now
- Catab Enterprises, Inc.Jul 2014 to now
- Mvp Realty AdvisorsJul 2013 to Jun 2019
- Mvp American Securities, LLCSep 2012 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newport Wealth Advisors, Inc.
$262.6MAssets managed
1,193Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6106872
- Firm CRD
- 137159