ORO VALLEY, AZCRD 289548Latest ADV February 13, 2026
Nrg Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Oro Valley, AZ. Its latest Form ADV filing, dated February 13, 2026, reports $242M in regulatory assets under management, 5 employees, and 418 accounts.
Assets Under Management
$242M
Employees
5
Offices
--
Total Clients
155
Primary office
ORO VALLEY, AZ
12115 NORTH ORACLE ROAD, SUITE 151, ORO VALLEY, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
83
2
HNWI
46.5%
72
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of February 13, 2026
Discretionary99.8%
$241M
100% of total RAUM99.8%
Non-discretionary0.2%
$576K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$242M
Total Accounts418
10Y AUM Change+$127M (+110.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee31:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.