Nrg Wealth Management
Nrg Wealth Management is an SEC-registered wealth manager in Oro Valley, AZ with $242.0M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Nrg Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289548, SEC 801-116690, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $242.0M (2026-02-13)
- Firm type
- Wealth Manager
- Location
- Oro Valley, AZ
- Employees
- 5
- Clients
- 155
- CRD
- 289548
- Ownership
- DAVIS, VANESSA, L; DAVIS, JOHN, PAUL
How much AUM does Nrg Wealth Management have?
Nrg Wealth Management reported $242.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Nrg Wealth Management?
Disclosed owners and executives of Nrg Wealth Management include DAVIS, VANESSA, L, DAVIS, JOHN, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.