Updated:
Nergard Wealth Management
NERGARD WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
NERGARD WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Does Nergard Wealth Management disclose its assets under management?
No. The firm does not publish AUM figures or investment performance. Its filing posture does not require public disclosure under current SEC registration thresholds for single-family offices.
How can institutional counterparties diligence Nergard Wealth Management?
Diligence relies on private introductions and direct engagement, since the firm maintains no website, no LinkedIn presence, and no known press coverage. Counterparties must work through intermediary channels common among private family offices that do not solicit external capital.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Nergard Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.