J. P. DAVIS, INC.
Legal name: NRG WEALTH MANAGEMENT
CRD #289548 SEC #801-116690 ORO VALLEY, AZ (520) 818-7822
SEC Registered
Total AUM
$193.3M
Discretionary
$193.3M
Employees
5
Clients
101
Accounts
384
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $193.3M | $193.3M | $0 | 5 | 0 |
| Feb 2025 | $193.3M | $193.3M | $0 | 5 | 0 |
| Mar 2024 | $171.4M | $171.4M | $0 | 4 | 0 |
| Aug 2023 | $140M | $140M | $0 | 3 | 0 |
| Jan 2023 | $140M | $140M | $0 | 3 | 0 |
| Jul 2022 | $162.8M | $154.4M | $8.4M | 3 | 0 |
| Apr 2022 | $162.8M | $154.4M | $8.4M | 3 | 0 |
| Mar 2022 | $162.8M | $154.4M | $8.4M | 3 | 0 |
| Jul 2021 | $140.8M | $139M | $1.8M | 3 | 2 |
| Feb 2021 | $140.8M | $139M | $1.8M | 3 | 2 |
| Sep 2020 | $126.3M | $121.9M | $4.3M | 3 | 2 |
| Jun 2020 | $126.3M | $121.9M | $4.3M | 3 | 2 |
| Mar 2020 | $126.3M | $121.9M | $4.3M | 3 | 2 |
| Oct 2019 | $114.8M | $113.5M | $1.2M | 3 | 3 |
| Jun 2019 | $114.8M | $113.5M | $1.2M | 3 | 3 |
| Apr 2019 | $114.8M | $113.5M | $1.2M | 3 | 3 |
DateDec 2025
Total AUM$193.3M
Discretionary$193.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$193.3M
Discretionary$193.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$162.8M
Discretionary$154.4M
Non-Disc.$8.4M
Employees3
Clients0
DateApr 2022
Total AUM$162.8M
Discretionary$154.4M
Non-Disc.$8.4M
Employees3
Clients0
DateMar 2022
Total AUM$162.8M
Discretionary$154.4M
Non-Disc.$8.4M
Employees3
Clients0
DateJul 2021
Total AUM$140.8M
Discretionary$139M
Non-Disc.$1.8M
Employees3
Clients2
DateFeb 2021
Total AUM$140.8M
Discretionary$139M
Non-Disc.$1.8M
Employees3
Clients2
DateSep 2020
Total AUM$126.3M
Discretionary$121.9M
Non-Disc.$4.3M
Employees3
Clients2
DateJun 2020
Total AUM$126.3M
Discretionary$121.9M
Non-Disc.$4.3M
Employees3
Clients2
DateMar 2020
Total AUM$126.3M
Discretionary$121.9M
Non-Disc.$4.3M
Employees3
Clients2
DateOct 2019
Total AUM$114.8M
Discretionary$113.5M
Non-Disc.$1.2M
Employees3
Clients3
DateJun 2019
Total AUM$114.8M
Discretionary$113.5M
Non-Disc.$1.2M
Employees3
Clients3
DateApr 2019
Total AUM$114.8M
Discretionary$113.5M
Non-Disc.$1.2M
Employees3
Clients3