Advisor at Newmyer Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Newmyer Wealth Management
Location
Houston, TX 77056
Credentials
Series 63, Series 65
Industry experience
20 years
Steven Newmyer is the principal of Newmyer Wealth Management in Houston, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own firm since 2005. In addition to his advisory work, Newmyer is involved in mortgage banking through Victorian Finance, LLC, where he provides residential mortgage loans. Newmyer Wealth Management offers discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, families, and various institutional clients. The firm employs a combination of charting, fundamental and technical analysis, and cyclical trend analysis to construct active portfolios tailored to client objectives, and it conducts regular account reviews to maintain alignment with client goals.
Based on Newmyer Wealth Management
$0 - $999,999.99: 1.0% $1,000,000 - $4,999,999.99: 0.8% $5,000,000 - $9,999,999.99: 0.6% $10,000,000+: 0.4%
Account minimum: $2,000 minimum annual fee (may be negotiated) Minimum fee: Minimum annual fee of $2,000, negotiable
2200 Post Oak Boulevard, Suite 1000
Houston, TX 77056
Texas
Victorian Finance, LLC
2014 - Present (12 years)
Newmyer Wealth Management
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Series 65
Houston, TX
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