NEWELL WEALTH MANAGEMENT, LLC

NEWELL WEALTH MANAGEMENT, LLC of WINTER GARDEN, FL is an SEC-registered investment adviser (CRD 317576). Regulatory assets under management: $49.7M.

Registration

• CRD: 317576
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317576 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search