RIA Intel›Advisers›Michigan›NEVILLE WEALTH MANAGEMENT, LLC

NEVILLE WEALTH MANAGEMENT, LLC

Advisory

MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$1M

across 14 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$11M

Non-Discretionary AUM$8M

Discretionary %58.5%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

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

14 clients

12 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 MI

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

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$19M

SECURITY FINANCIAL ADVISORS,LLC

$19M

WATERSHED WEALTH MANAGEMENT LLC

$19M

CALVERT PLANNING CORPORATION

$19M

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