Overview
Assets Under Management: $292 million
High-Net-Worth Clients: 39
Average Client Assets: $6.5 million
Frequently Asked Questions
NEU WEALTH GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316673), NEU WEALTH GROUP is subject to fiduciary duty under federal law.
NEU WEALTH GROUP serves 39 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, NEU WEALTH GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
NEU WEALTH GROUP manages $292 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, NEU WEALTH GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.40%
Average Client Assets: $6.5 million
Total Client Accounts: 399
Discretionary Accounts: 399
Regulatory Filings
CRD Number: 316673
Filing ID: 2064650
Last Filing Date: 2026-03-17 12:04:58