NEWMYER WEALTH MANAGEMENT

Overview

Newmyer Wealth Management is a small, independent registered investment adviser organized as a sole proprietorship and run by an individual owner. The firm acts primarily as a financial planner and portfolio manager for individuals, families and small businesses, and it also serves some institutional clients. Its stated investment preference is equities, with a clear tilt toward exchange-traded securities delivered through separately managed accounts. The firm charges clients on a percentage-of-assets basis and can also use fixed fees for certain engagements. It does not position itself as a capital allocator and is not identified as an active ESG investor. Operationally, Newmyer Wealth Management combines ongoing financial planning with discretionary portfolio management, and it is listed as engaging in other financial product sales in addition to advisory work. The advisor uses discretionary authority across its client base, which supports a hands-on approach to rebalancing, tactical shifts and implementation via liquid, exchange-traded instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices