$49.7M Total AUM
$49.7M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Catalyst optimaDelta signal +more
- Established Date
- 02-15-2022
- Office Locations
- 1
Office Locations
213 South Dillard Street Suite #150h Winter Garden FL
About Newell Wealth Management, LLC
Newell Wealth Management is a fee-only advisory firm led by Kyle Newell in Winter Garden (greater Orlando), serving pre-retirees and retirees—often age 50+ with $1M+ saved—both in person and virtually nationwide. The practice provides tax-smart retirement planning, ongoing financial planning, and discretionary investment management focused heavily on ETFs. Common custodians include Schwab and SEI.
Team overview
-- AVG AGE
$49.7M AVG AUM / ADVISOR
$662.1K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Wave atlas Signal alpha Catalyst Frontier unison Wave Fusion horizon
Custodian
Fusion
Investment Themes
Catalyst Delta horizon Optima Radial
Investment Vehicles
Value Element
Services
Radial Legacy Catalyst Focus legacy Unison Horizon Eagle Capital radial Frontier wave
Technology
Vector Eagle catalyst Momentum
Owner & Executives
STEVEN Kyle NEWELL
Chief Compliance Officer
- CRD
- #5932772
- Ownership
- 75% or more
(902) 655-9409
focus.meridian@zenithcapital.com
in linkedin.com/in/optima-timber
Showing 1 of 1 owners & executives
Unlock allContacts
M
Matthew Dowling
--
- CRD
- #8263991
(766) 401-9218
catalyst.vital@harborcapital.com
in linkedin.com/in/beacon-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,658,149 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,658,149 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,658,149
Public Funds:
19.1% Equity - Exchange:
36.2% Cash:
44.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $108,675,836 | 19.1% |
| Equity - Exchange | $205,972,004 | 36.2% |
| Cash | $254,335,596 | 44.7% |
| Total | $568,983,436 | 100.0% |