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).
Current Firm Details
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts172ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Newell Wealth Management, LLC
1
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.
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