Nrg Wealth Management

Nrg Wealth Management (CRD# 289548) is a financial advisory firm headquartered in Oro Valley, AZ. They manage $171,384,457 in 366 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
12115 North Oracle Road, Suite 151, Oro Valley, AZ 85737
https://www.navigationretirement.com/
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $468,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NE, TX

Financial Advisors at Nrg Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
John Davis, financial advisor Oro Valley AZ
John P. Davis
CRD#: 2423123
12115 North Oracle Road, Suite 151, Oro Valley, AZ 85737

John Davis (CRD# 2423123) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 29 years of experience in the finance industry.

2
Stefanie Morgan, financial advisor Oro Valley AZ
Stefanie A. Morgan
CRD#: 2178991
12115 North Oracle Road, Suite 151, Oro Valley, AZ 85737

Stefanie Morgan (CRD# 2178991) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 30 years of experience in the finance industry.

3
Monica Salazar, financial advisor Oro Valley AZ
Monica B. Salazar
CRD#: 6562940
12115 North Oracle Road, Suite 151, Oro Valley, AZ 85737

Monica Salazar (CRD# 6562940) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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