$19.0M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-04-2022
- Office Locations
- 1
Office Locations
-- Frankfort MI
About Neville Wealth Management
Neville Wealth Management is a Michigan-based financial advisory and investment management firm serving retail and institutional clients. The practice provides financial planning and portfolio construction, including estate and tax planning and insurance guidance. Portfolios are predominantly ETF-based, and the firm custodians with Charles Schwab & Co.
Team overview
32 AVG AGE
$19.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
Michael Neville McCarthy
Owner, President
- CRD
- #5931807
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,096,247 | -- |
| Non-Discretionary | $7,861,600 | -- |
| Total | $18,957,847 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing