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NEWELL WEALTH MANAGEMENT, LLC
CRD 317576
213 SOUTH DILLARD STREET, SUITE #150H, WINTER GARDEN, FL, 34787, United States
Phone
(407) 337-7128
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.7M
Discretionary AUM
$49.7M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $18.7M |
| High net worth individuals | 19 | $30.9M |
All web addresses on file
Official SEC filing: View on IAPD