Newell Wealth Management

Financial Services • United States • 1-10 Employees

Company overview

Headquarters	United States
Phone number	+101910340
Website	newellwealth.com
NAICS	52
SIC	628
Keywords	Financial Planning And Investments
Employees	1-10

Key Contact at Newell Wealth Management

Kelly Newell

President

About Newell Wealth Management

The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zac Fielder, Jim Finley and Rayna Gomes. Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT. We are an independent family office. And because we offer no proprietary investment products and have no investment banking operations, our recommendations are free from conflicts of interest. Simply put, the interests of our clients come first. We teamed with LPL Financial, the largest independent broker/dealer in the nation*, to provide services, tools and resources so we can deliver the highest possible advice and guidance that our clients deserve. According to a study done by Cerulli and Associates in 2006, Investors have been gravitating towards independent, objective and boutique wealth management firms. We formed Newell Wealth Management to provide San Diego objective independent advice. * As reported by Financial Planning magazine, June 1996-2012, based on total revenue. Securities and Advisory services offer through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Newell Wealth Management revenue & valuation

Annual revenue	$15,700,000
Revenue per employee	$7,819,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$50,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Newell Wealth Management has never raised funding before.