NRG WEALTH MANAGEMENT

RIASEC RegisteredEst. 2019

Total AUM

$242M

Discretionary

$241M

100% of AUM

Avg account

$579K

Accounts

418

Employees

5

Advisory reps

4

Firm details

Headquarters: ORO VALLEY, Arizona
CRD number: 289548
Registered since: May 28, 2019
Website: www.navigationretirement.com
Custodians: ALTRUIST FINANCIAL LLC, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.14%
Individuals14.86%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

NRG Wealth Management is an independent, SEC-registered registered investment adviser that has been operating since 2019 and is owned by an individual principal. The firm focuses on serving individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee model is a mix of assets-under-management, hourly charges, and fixed fees. The firm does not present itself as a capital allocator, does not highlight ESG investing, and is not registered as a multi-state adviser in the provided filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds60%
Exchange Traded Equities31%
Other4%
Cash & Cash Equivalents3%
US Government Bonds1%

Contacts

3 of 4

MONICA SALAZAR
Director of Client RelationsCRD 6562940
STEFANIE MORGAN
Wealth ManagerCRD 2178991
Peter Fugger
Associate Wealth AdvisorCRD 7867376

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

ORO VALLEY, AZ

PIMA

Location

ORO VALLEY, AZ

Headquartered in ORO VALLEY, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area: Tucson-Nogales, AZ
Region: West
County: PIMA
Address: 12115 N Oracle Rd
Time zone: MT (UTC-7)
Office locations

Similar firms

D SQUARED CAPITAL MANAGEMENT, LLC

ORO VALLEY, AZ

AUM $5MTEAM 1REPS 2

RIDGE CAPITAL ADVISORS, LLC

ORO VALLEY, AZ

AUM $4.5MTEAM 4REPS 4

BAYNTREE WEALTH ADVISORS, LLC

Scottsdale, AZ

AUM $241MTEAM 13REPS 6

ALLIED PORTFOLIO MANAGEMENT, INC.

TUCSON, AZ

AUM $240MTEAM 2REPS 2

LANE BROTHERS INVESTMENT COUNSEL

PRESCOTT, AZ

AUM $240MTEAM 6REPS 5

R.H. INVESTMENT GROUP, LLC

Scottsdale, AZ

AUM $238MTEAM 2REPS 1

More RIAs in ORO VALLEY →All Arizona RIAs →