NEU Wealth Group
Firm details
- Headquarters
- ,
- CRD number
- 316673
- Registered since
- November 19, 2025
- Website
- neuwealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.4%
- Individuals10.29%
- Pension & Profit Sharing Plans2.89%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
NEU Wealth Group is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm acts as a capital allocator for both individual/family and institutional clients and charges a mix of fee types (percentage of AUM, hourly fees and fixed fees). Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. NEU Wealth Group does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- Derivatives1%
Owners & executives
1 of 1
Justin Neuwirt
Chief Executive OfficerCRD 6218477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$24.7M in ETFs
98%
$24.2M
0%
$444K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $5.8M | 74,446 | 23.52% |
Location
, null
Location
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Headquartered in , null.
- Office locations
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