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- Custodian
- Altruist · Pershing · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2017
- Office Locations
- 1
Office Locations
About NRG Wealth Management
NRG Wealth Management is a privately owned, fee-only, independent fiduciary firm (founded in 2003) providing comprehensive financial planning and investment management. The team focuses on clients navigating retirement, integrating asset accumulation and distribution planning with tax, estate, and insurance strategies, and coordinating with outside tax and legal professionals. Portfolios use broad allocation across growth equity funds, bonds, international stocks, and alternatives.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN PAUL DAVIS
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2423123
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Peter Anthony Fugger
Associate Wealth Advisor
- CRD
- #7867376
STEFANIE ANN MORGAN
Wealth Manager
- CRD
- #2178991
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,392,789 | $581,669 |
| Non-Discretionary | $576,450 | $192,150 |
| Total | $241,969,239 | $578,874 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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