N
$21.3M Total AUM
$21.3M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial · Morgan Stanley · Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2025
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About Nergard Wealth Management, LLC
Nergard Wealth Management, LLC is a Phoenix-based RIA. The firm has been operating for 1 years. Managing $21.3M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and Morgan Stanley.
Team overview
66 AVG AGE
$21.3M AVG AUM / ADVISOR
$967.2K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GUILFORD WARD NERGARD
Chief Compliance Officer, Managing Member
- CRD
- #2360614
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,279,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,279,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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