Data / Investment advisers / Arizona / NRG Wealth Management
NRG Wealth Management, Oro Valley, AZ: $242 million AUM, SEC registered investment adviser
NRG Wealth Management is an SEC registered investment adviser with its main office in Oro Valley, Arizona and reports $242 million in regulatory assets under management in its Form ADV filed February 13, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 289548
- SEC file number
- 801-116690
- SEC status
- Approved, effective May 28, 2019
- Legal name
- J. P. Davis, Inc.
- Main office
- 12115 North Oracle Road Suite 151, Oro Valley, AZ 85737
- Phone
- (520) 818-7822
- Regulatory AUM
- $241,969,239 in the Form ADV filed February 13, 2026
- Discretionary AUM
- $241,392,789
- Non discretionary AUM
- $576,450
- Accounts
- 418
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $206 million |
| Individuals (other than high net worth individuals) | 83 | $36 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $242 million | February 13, 2026 |
| December 1, 2025 | $193.3 million | February 4, 2025 |
Other advisers in Arizona
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Corepath Wealth Partners LLC | Scottsdale | $261.2 million | Not listed | adviserinfo.sec.gov |
| Releve Financial Group | Scottsdale | $255.6 million | Not listed | adviserinfo.sec.gov |
| Treasure Investment Management, LLC | Scottsdale | $252.7 million | Not listed | adviserinfo.sec.gov |
| Tribeca Financial, LLC | Mesa | $248.3 million | Not listed | adviserinfo.sec.gov |
| 17 Capital Partners, LLC | Phoenix | $246.4 million | Not listed | adviserinfo.sec.gov |
| Bayntree Wealth Advisors, LLC | Scottsdale | $241.1 million | Not listed | adviserinfo.sec.gov |
| Allied Portfolio Management, Inc. | Tucson | $240.2 million | Not listed | adviserinfo.sec.gov |
| Lane Brothers Investment Counsel | Prescott | $240.1 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- NRG Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.