# Nergard Wealth Management

Nergard Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335534
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335534

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:21.890Z

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