logo
Book a meeting
Newell Wealth Management

Newell Wealth Management

Financial Services, 6310 Greenwich Dr, San Diego, California, 92122, United States, 1-10 Employees

newellwealth.com

  • LinkedIn

Who is 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 wi...

Read More

lock icon Get Full Access
map
  • 6310 Greenwich Dr, San Diego, California, 92122, United States Headquarters: 6310 Greenwich Dr, San Diego, California, 92122, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million

industries-icon Industry: Financial Services

SIC SIC Code: 6211

checked-icon Does something look wrong? Fix it. | View contact records from NEWELL WEALTH MANAGEMENT

Newell Wealth Management Org Chart and Mapping

Employees
Kelly Newell

Kelly Newell

President

See Full Org Chart arrow
email-formate-icon
View Email Formats for Newell Wealth Management
arrow
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

Join Now

crown-icon Free credits every month

Frequently Asked Questions Regarding Newell Wealth Management

Answer: Newell Wealth Management's headquarters are located at 6310 Greenwich Dr, San Diego, California, 92122, United States

Answer: Newell Wealth Management's official website is https://newellwealth.com

Answer: Newell Wealth Management's revenue is Under $1 Million

Answer: Newell Wealth Management's SIC: 6211

Answer: Newell Wealth Management has 1-10 employees

Answer: Newell Wealth Management is in Financial Services

Answer: Newell Wealth Management contact info: Phone number: Website: https://newellwealth.com

Answer: 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.

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access