NEWRETIREMENT ADVISORS, LLC

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UUID9a6d2539-feaf-5ccd-b8af-826ae710ed7d

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	294881	294881	—	1.0
sec_file_number	801-132987	801-132987	—	—

Profile

Websitehttp://NewRetirementAdvisors.com

HQ CityMILL VALLEY

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

BOLDIN ADVISORS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)0.0
RAUM (discretionary)0.0
Actionable assets—
Accounts0.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-07-17 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CHEN, STEPHEN, ELIOT	PRESIDENT/CEO	OFFICER	—	{"filing_id": "2015662", "owner_id": "2385169", "source": "adv_part1", "table": "Schedule_A_B"}
Nevers, Frank, Albert	CHIEF INFORMATION SECURITY OFFICER	OFFICER	—	{"filing_id": "2015662", "owner_id": "7523292", "source": "adv_part1", "table": "Schedule_A_B"}
NEWRETIREMENT, INC.	MANAGING MEMBER	OFFICER	—	{"filing_id": "2015662", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

CHEN, STEPHEN, ELIOT

PRESIDENT/CEO

OFFICER

—

{"filing_id": "2015662", "owner_id": "2385169", "source": "adv_part1", "table": "Schedule_A_B"}

Nevers, Frank, Albert

CHIEF INFORMATION SECURITY OFFICER

OFFICER

—

{"filing_id": "2015662", "owner_id": "7523292", "source": "adv_part1", "table": "Schedule_A_B"}

NEWRETIREMENT, INC.

MANAGING MEMBER

OFFICER

—

{"filing_id": "2015662", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/11/2025 05:33:34 PM",
  "filing_id": "2015662",
  "reg_type": "IA"
}
```

NEWRETIREMENT ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1