Newmyer Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,251,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
77
48% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
77
Average account size
$665,597
About
Newmyer Wealth Management serves individuals and high‑net‑worth clients and also indicates it may provide services to trusts, endowments, foundations and corporations. The firm offers discretionary and non‑discretionary investment supervisory services alongside financial planning and non‑securities advisory work such as cash management, debt management and risk‑management recommendations.
The firm’s investment process combines charting, fundamental analysis, technical indicators and cyclical trend analysis to construct portfolios, using an active management approach that can include short‑term trading as well as multiyear holdings. It may employ margin and option strategies in appropriate circumstances and conducts continuous account monitoring with formal quarterly reporting and at least annual review meetings.
Notable among solo independent advisers, the firm engages in other financial product activities—specifically mortgage banking through Victorian Finance, LLC—which the brochure states occupies less than 15% of the principal’s time. The practice also identifies corporate and institutional clients as potential clients in addition to individuals, and manages roughly $51.25 million in discretionary assets as a single‑adviser firm, a service mix that differs from many peers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Debt management
Cash flow / budgeting
Life insurance needs analysis
Fee options
$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
Main office location
Newmyer Wealth Management
2200 Post Oak Blvd, Suite 1000
Houston TX 77056, United States
Number of offices
1
Most active in
Newmyer Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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