RIA Intel›Advisers›Arizona›NERGARD WEALTH MANAGEMENT, LLC

NERGARD WEALTH MANAGEMENT, LLC

Advisory

AZ

Data as of Feb 23, 2026 · Source: SEC Form ADV

Average account

$967K

across 22 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

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RK RETIREMENT SOLUTIONS LLC

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WEST COAST CAPITAL MANAGEMENT, LLC

$21M

NABERS WEALTH LLC

$21M

OVERSON ADVISORY GROUP LLC

$22M

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