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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 29, 2023
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENNARD, MOLLY, LYNN | I | CHIEF EXECUTIVE OFFICER, CONNECTUS | NA | |
| BENNARD, MOLLY, LYNN | I | CHIEF EXECUTIVE OFFICER, CONNECTUS | NA | |
| BENNARD, MOLLY, LYNN | I | CHIEF EXECUTIVE OFFICER, CONNECTUS | NA | |
| BENNARD, MOLLY, LYNN | I | CHIEF EXECUTIVE OFFICER, CONNECTUS | NA | |
| Cowles, Robert, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cowles, Robert, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cowles, Robert, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cowles, Robert, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cowles, Robert, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cowles, Robert, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cowles, Robert, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cowles, Robert, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cowles, Robert, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIACOUMAKIS, NICHOLAS, JOHN | I | PRESIDENT | NA | Control |
| GIACOUMAKIS, NICHOLAS, JOHN | I | PRESIDENT | NA | Control |
| GIACOUMAKIS, NICHOLAS, JOHN | I | PRESIDENT | NA | Control |
| GIACOUMAKIS, NICHOLAS, JOHN | I | PRESIDENT | NA | Control |
| GIACOUMAKIS, NICHOLAS, JOHN | I | PRESIDENT | NA | Control |
| GIACOUMAKIS, NICHOLAS, JOHN | I | PRESIDENT | NA | Control |
| GIACOUMAKIS, NICHOLAS, JOHN | I | PRESIDENT | NA | Control |
| GIACOUMAKIS, NICHOLAS, JOHN | I | PRESIDENT | NA | Control |
| GIACOUMAKIS, NICHOLAS, JOHN | I | PRESIDENT | NA | Control |
| PIRRI, BRIAN, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| PIRRI, BRIAN, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| PIRRI, BRIAN, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| PIRRI, BRIAN, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| PIRRI, BRIAN, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| PIRRI, BRIAN, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| PIRRI, BRIAN, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| PIRRI, BRIAN, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| PIRRI, BRIAN, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| STELLEY, JOHN, C. | I | COMPLIANCE OFFICER | NA | |
| STELLEY, JOHN, C. | I | COMPLIANCE OFFICER | NA | |
| STELLEY, JOHN, C. | I | COMPLIANCE OFFICER | NA | |
| STELLEY, JOHN, C. | I | COMPLIANCE OFFICER | NA | |
| Wilde, Christopher, James | I | CHIEF OPERATING OFFICER | NA | Control |
| Wilde, Christopher, James | I | CHIEF OPERATING OFFICER | NA | Control |
| Wilde, Christopher, James | I | CHIEF OPERATING OFFICER | NA | Control |
| Wilde, Christopher, James | I | CHIEF OPERATING OFFICER | NA | Control |
| Wilde, Christopher, James | I | CHIEF OPERATING OFFICER | NA | Control |
| Wilde, Christopher, James | I | CHIEF OPERATING OFFICER | NA | Control |
| Wilde, Christopher, James | I | CHIEF OPERATING OFFICER | NA | Control |
| Wilde, Christopher, James | I | CHIEF OPERATING OFFICER | NA | Control |
| Wilde, Christopher, James | I | CHIEF OPERATING OFFICER | NA | Control |
| CONNECTUS GROUP, LLC | DE | MEMBER (MANAGER) | E | Control |
| CONNECTUS GROUP, LLC | DE | MEMBER (MANAGER) | E | Control |
| CONNECTUS GROUP, LLC | DE | MEMBER (MANAGER) | E | Control |
| CONNECTUS GROUP, LLC | DE | MEMBER (MANAGER) | E | Control |
| CONNECTUS GROUP, LLC | DE | MEMBER (MANAGER) | E | Control |
| CONNECTUS GROUP, LLC | DE | MEMBER (MANAGER) | E | Control |
| CONNECTUS GROUP, LLC | DE | MEMBER (MANAGER) | E | Control |
| CONNECTUS GROUP, LLC | DE | MEMBER (MANAGER) | E | Control |
| CONNECTUS GROUP, LLC | DE | MEMBER (MANAGER) | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP PARENT, INC. | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | CONNECTUS GROUP, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | CONNECTUS GROUP, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | CONNECTUS GROUP, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | CONNECTUS GROUP, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | CONNECTUS GROUP, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | CONNECTUS GROUP, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | CONNECTUS GROUP, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | CONNECTUS GROUP, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | CONNECTUS GROUP, LLC | E | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
Registrations
Federal
IA
Jun 29, 2023 REGISTERED
Notice Filings (15)
AZ CA CT FL MA ME MI NC NH NY PA SC TX VA VT
Address
231 SUTTON STREETSUITES 2A AND 2B
NORTH ANDOVER, MA 01845
United States
Phone: 978-975-2559