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NRG WEALTH MANAGEMENT

J. P. DAVIS, INC.

CRD 289548 · SEC 801-116690

Visit website

12115 NORTH ORACLE ROAD, SUITE 151, ORO VALLEY, AZ, 85737, United States

Phone

(520) 818-7822

Fax

(520) 818-0181

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$242.0M

Discretionary AUM

$241.4M

Team

5 total employees; 4 advisory reps; 4 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals83$36.0M
High net worth individuals72$206.0M

States served

AZ, CA, CO, NE, WA, TX

All web addresses on file

Official SEC filing: View on IAPD