Nrg Wealth Management

CRD 289548 · Oro Valley, AZ · $242.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 289548
SEC number: 801-116690
Firm type: RIA
Assets under management: $242.0M as of Feb 13, 2026
Website: www.linkedin.com/in/jackdavis-ms-cfp ↗
Phone: (520) 818-7822
Address: 12115 North Oracle Road, Oro Valley, AZ, 85737

Advisors at this firm

4 in our index · page 1 of 1

John Paul DavisCRD 2423123 · Oro Valley, AZ

IA RegisteredRegistration inactive
Peter Anthony FuggerCRD 7867376 · Oro Valley, AZ

IA Registered
Stefanie Ann MorganCRD 2178991 · Oro Valley, AZ

IA RegisteredRegistration inactive
Monica Blake SalazarCRD 6562940 · Oro Valley, AZ

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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