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NEWMYER WEALTH MANAGEMENT
STEVEN KENT NEWMYER
CRD 135896
2200 POST OAK BLVD, SUITE 1000, HOUSTON, TX, 77056, United States
Phone
2812142700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.3M
Discretionary AUM
$51.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $8.3M |
| High net worth individuals | 37 | $42.8M |
| Corporations/business entities | 3 | $167K |
All web addresses on file
Official SEC filing: View on IAPD