NEIRG WEALTH MANAGEMENT, LLC
CRD #317032 SEC #801-122558 NORTH ANDOVER, MA 978-975-2559
SEC Registered Private Funds
Total AUM
$899.3M
Discretionary
$883.2M
Employees
15
Clients
251
Accounts
2,552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $899.3M | $883.2M | $16.1M | 15 | 0 |
| Jun 2023 | $899.3M | $883.2M | $16.1M | 15 | 0 |
| Mar 2023 | $899.3M | $883.2M | $16.1M | 15 | 0 |
| Jun 2022 | $1B | $1B | $16.7M | 17 | 0 |
| Mar 2022 | $1B | $1B | $16.7M | 17 | 0 |
| Dec 2021 | $956.2M | $937.4M | $18.9M | 17 | 0 |
| Nov 2021 | $956.2M | $937.4M | $18.9M | 17 | 0 |
| Sep 2021 | $0 | $0 | $0 | 17 | 0 |
DateSep 2023
Total AUM$899.3M
Discretionary$883.2M
Non-Disc.$16.1M
Employees15
Clients0
DateJun 2023
Total AUM$899.3M
Discretionary$883.2M
Non-Disc.$16.1M
Employees15
Clients0
DateMar 2023
Total AUM$899.3M
Discretionary$883.2M
Non-Disc.$16.1M
Employees15
Clients0
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$16.7M
Employees17
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$16.7M
Employees17
Clients0
DateDec 2021
Total AUM$956.2M
Discretionary$937.4M
Non-Disc.$18.9M
Employees17
Clients0
DateNov 2021
Total AUM$956.2M
Discretionary$937.4M
Non-Disc.$18.9M
Employees17
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0