Newmyer Wealth Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 135896
- Website
- www.newmyerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.03%
- Individuals14.48%
- Corporations / Businesses0.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Newmyer Wealth Management operates as a sole-proprietorship independent RIA based in Texas. The firm serves both individual and family clients as well as some institutional relationships, providing financial planning and portfolio management for individuals and small businesses. Compensation comes through a mix of percentage-of-assets and fixed fees. The firm also engages in other financial product sales but does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities88%
- Cash & Cash Equivalents7%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 2200 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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