RIA Intel›Advisers›Florida›NEWELL WEALTH MANAGEMENT, LLC

NEWELL WEALTH MANAGEMENT, LLC

Advisory

WINTER GARDEN, FL

Data as of May 20, 2026 · Source: SEC Form ADV

Rank in FL
#1,628
of 2,610 advisers by AUM
Average account
$204K
across 244 accounts
AUM per adviser
$50M
1 advisers

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$50M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients74
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

MLF INVESTMENTS, LLC
BELLEAIR BLUFFS, FL
$50M
-75.9% 1Y
AVENTAIL WEALTH MANAGEMENT, LLC
WINTER HAVEN, FL
$49M
STARBOARD ASSET MANAGEMENT, INC.
PALM CITY, FL
$50M
-9.5% 1Y
GUARDIAN CAPITAL LLC
MIAMI, FL
$50M
-31.5% 1Y
ADVISORS MUTUAL SERVICE CENTER INC
WEST PALM BEACH, FL
$50M
+7.8% 1Y
BENCHMARK ADVISORY SERVICES, INC.
LAKE WORTH, FL
$50M

Get the full picture on NEWELL WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NEWELL WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans