# Neville Wealth Management

Neville Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/michael-mccarthy-aaa8a038

## Regulatory record

- **CRD number:** 317543
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317543

## About

Neville Wealth Management is a state-registered investment adviser with $19 million in regulatory assets under management. The firm manages $11 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Neville Wealth Management?

No named investment professionals or principals have been publicly attributed to Neville Wealth Management. The firm does not maintain a public team page or media profile listing its leadership. Institutional allocators seeking to evaluate the firm will require direct engagement to identify the decision-making structure.

### Does Neville Wealth Management participate in fund commitments or only direct deals?

The firm's investment approach has not been documented through public filings or media reports. Without evidence of either fund investments or direct deal activity, it is not possible to determine their participation model. The firm does not publicly disclose its investment vehicles.

### What investment stages does Neville Wealth Management typically target?

No stage preference has been disclosed. The firm's website does not specify whether it focuses on venture capital, growth equity, buyout, or public market investments. Without portfolio company names or fund commitments, stage targeting cannot be assessed.

### Which sectors does Neville Wealth Management explicitly avoid?

No sector exclusions have been communicated through public channels. The firm's N.A. public investment thesis does not include any articulated negative screens or avoidance areas.

### How is Neville Wealth Management related to any parent or related vehicle?

No parent company, affiliated foundation, or related investment vehicle has been publicly associated with Neville Wealth Management. The firm does not reference any controlled entities or predecessor organizations in its sparse public profile.

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

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