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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-07-2021
- Office Locations
- 1
Office Locations
About NEU Wealth Group
Neu Wealth Group is an Ohio-based RIA providing goals-based financial planning and ongoing portfolio management, partnering with outside specialists to implement tailored roadmaps across life stages. The firm emphasizes ETF-based allocations alongside public funds and fixed income, uses Addepar for reporting, and custody relationships include Schwab (also Interactive Brokers).
Reported data analysis
What the numbers show
Between October 1, 2025 and March 17, 2026, reported AUM increased 42.0%, from $205.5M to $291.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 139 clients, or 139 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full NEU Wealth Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JUSTIN MICHAEL NEUWIRT
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6218477
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,796,694 | $731,320 |
| Non-Discretionary | $0 | -- |
| Total | $291,796,694 | $731,320 |
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Separately Managed Accounts
SMA allocation detail is available
NEU Wealth Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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NEU Wealth Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.