Overview
Assets Under Management: $193 million
Headquarters: ORO VALLEY, AZ
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Frequently Asked Questions
NRG WEALTH MANAGEMENT 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 #289548), NRG WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NRG WEALTH MANAGEMENT is headquartered in ORO VALLEY, AZ.
NRG WEALTH MANAGEMENT serves 80 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, NRG WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
NRG WEALTH MANAGEMENT manages $193 million in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, NRG WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 384
Discretionary Accounts: 384
Regulatory Filings
CRD Number: 289548
Filing ID: 2023207
Last Filing Date: 2025-12-05 08:33:00
Website: 0