# NEWELL WEALTH MANAGEMENT, LLC

NEWELL WEALTH MANAGEMENT, LLC of WINTER GARDEN, FL is an SEC-registered investment adviser.

## Registration

- CRD: 317576
- Type: SEC-registered investment adviser
- Location: 213 SOUTH DILLARD STREET, WINTER GARDEN, FL, 34787
- Phone: (407) 337-7128
- Latest filing: 2026-05-20
- Regulatory AUM: $49.7M
- Discretionary AUM: $49.7M
- Clients: 1
- Accounts: 244

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317576/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317576/similar
- Related entities: https://search.stillhousedata.com/firm/317576/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317576

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.