$291.8M Total AUM
$291.8M Disc. AUM
-- 3Y CAGR
2 Employees
139 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-07-2021
- Office Locations
- 1
Office Locations
-- NEW Albany OH
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).
Team overview
32 AVG AGE
$291.8M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
4.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JUSTIN MICHAEL NEUWIRT
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6218477
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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