Newell Wealth Management, LLC

Newell Wealth Management, LLC (CRD# 317576) is a financial advisory firm headquartered in Winter Garden, FL. They manage $32,161,169 in 172 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $186,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Newell Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven K. Newell
CRD#: 5932772
213 South Dillard Street, Suite #150h, Winter Garden, FL 34787

Steven Newell (CRD# 5932772) is an Investment Advisor Representative working at Newell Wealth Management, LLC in Winter Garden, FL and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.