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Matthew Dowling

Newell Wealth Management, LLC

Winter Garden, FL

CRD 8263991

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Employer firm

Newell Wealth Management, LLC CRD 317576

$49.7M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • TAX PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers
Newell Wealth Management, Llc

213 South Dillard Street Suite #150H, Winter Garden, FL 34787 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-08
TX RA APPROVED 2026-05-01
  • FL RA
    APPROVED
    Since 2026-05-08
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

213 South Dillard Street Suite #150H, Winter Garden, FL 34787 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newell Wealth Management, Llc Winter Garden FL 03/2026 Present
Lockheed Martin Orlando FL 01/2018 03/2026
Georgia Institute Of Technology Atlanta GA 08/2016 12/2017
  • 03/2026 → Present
    Newell Wealth Management, Llc
    Winter Garden, FL
  • 01/2018 → 03/2026
    Lockheed Martin
    Orlando, FL
  • 08/2016 → 12/2017
    Georgia Institute Of Technology
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-24
  • S65 Uniform Investment Adviser Law Examination
    2025-11-24

View on SEC IAPD

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