NEWELL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- WINTER GARDEN, Florida
- CRD number
- 317576
- Website
- newellwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.3%
- Individuals37.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Newell Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Newell is not positioned as a multi-state adviser or a capital allocator and does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
2 of 2Matthew Dowling
Associate Wealth AdvisorCRD 8263991
STEVEN NEWELL
Owner / Financial PlannerCRD 5932772
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINTER GARDEN, FL
ORANGE
Location
WINTER GARDEN, FL
Headquartered in WINTER GARDEN, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 213 S Dillard St
- Time zone
- ET (UTC-5)
- Office locations
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