Kelly Ann
Gentles

New Market Wealth Management, LLC

CRD#2464373
Investment Advisor
in Costa Mesa, CA

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About this Advisor

Kelly Ann Gentles is a financial advisor operating out of Costa Mesa, California, who has been in the financial industry for 11 years. Gentles is an employee of New Market Wealth Management, LLC. During their career, Gentles has held roles at Compass-Ion Advisors, Entrust Financial, LLC, Pinnacle Consulting Group and New Market Wealth Management. LLC. Gentles holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. New Market Wealth Management, LLC is an advisory business that has its headquarters in Costa Mesa, California. It manages $209 million in assets between its 349 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises one charitable organizations. Of its 349 customer accounts, 59% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. New Market Wealth Management, LLC provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is offered. However, fee types charged by New Market Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

695 Town Center Drive Suite 540
Costa Mesa, CA 92626

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New Market Wealth Management, LLC Brokerage Details

Total Assets Under Management

$208,520,674

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

349

CA Average: 3,727
Average Account Size

$597,480

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kelly Ann Gentles Work History

Kelly Ann has 11 years of experience.

2019 - Present (1 year)

New Market Wealth Management. LLC

2019 - 2019 (< 1 year)

Pinnacle Consulting Group

2013 - 2018 (5 years)

Entrust Financial, LLC

2009 - 2011 (2 years)

Compass-Ion Advisors

Disclosures

Kelly Ann Gentles has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Market Wealth Management, LLC

Kelly Ann Gentles
Costa Mesa, CA
Sherry Deke
Irvine, CA
Edward Sweeney
Irvine, CA
Daryl Deke
Irvine, CA

This content was compiled from the SEC and FINRA.

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