RIA Intel›Advisers›Massachusetts›NEIRG WEALTH MANAGEMENT, LLC

NEIRG WEALTH MANAGEMENT, LLC

Advisory

N·NORTH ANDOVER, MA

Data as of Sep 27, 2023 · Source: SEC Form ADV

Total AUM

$899M

1-Year AUM Growth

-12.5%

3-Year CAGR

-2.0%

Employees

7

Assets Under Management

Total AUM$899M

Discretionary AUM$883M

Non-Discretionary AUM$16M

Discretionary %98.2%

Total Clients—

Team

Total Employees7

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingSep 24, 2021

Latest FilingSep 27, 2023

🔒 Full AUM trend chart and 8 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEIRG WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.