# NRG Wealth Management

NRG Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** nrgwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/jackdavis-ms-cfp

## Regulatory record

- **CRD number:** 289548
- **SEC file number:** 801-116690
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289548

## About

NRG Wealth Management is an SEC-registered investment adviser in Oro Valley, AZ, registered since 2019. The firm manages $242 million in assets, with $241 million on a discretionary basis. It has 5 employees and 4 investment advisers.

## Questions

### Does NRG Wealth Management invest directly in companies or only through funds?

NRG Wealth Management deploys capital through both direct investments and fund commitments. The direct side allows for concentrated, high-conviction bets, while the fund allocations provide diversified exposure and specialized expertise. This hybrid approach is a hallmark of sophisticated family offices seeking control alongside breadth.

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Last updated: 2026-07-06T01:24:22.248Z

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