Investment adviser · CRD 317032

NEIRG WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

NORTH ANDOVER, MA, United States · Form ADV filed Sep 27, 2023

Regulatory AUM
$899M
Form ADV · Item 5.F
Client accounts
2,552
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals182$621,870,96369.1%
Individuals623$196,518,28121.9%
Corporations & businesses13$46,992,6105.2%
Pooled investment vehicles1$33,949,3603.8%
Filing source

Form ADV 1790074 · Sep 27, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TOPRIDGE CAPITAL PARTNERS (AI), L.P.Private Equity Fund · Last reported Sep 27, 2023$33.9MGross asset value
Fund administrator UMB FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MAYER HOFFMAN MCCANN, P.C. BOSTON, Massachusetts, United States
Custodian UMB FUND SERVICES MILWAUKEE, Wisconsin, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MAYER HOFFMAN MCCANN, P.C.
PCAOB 199

Fund details & source
Fund ID
805-8811279476
Reported beneficial owners
40
Minimum commitment
$500K
Form D file number
021-37480301

Form ADV 1790074 · Sep 27, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TOPRIDGE CAPITAL PARTNERS, L.P.Private Equity Fund · Last reported Jun 30, 2022$17MGross asset value
Fund administrator UMB FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MAYER HOFFMAN MCCANN, P.C. BOSTON, Massachusetts, United States
Custodian UMB FUND SERVICES MILWAUKEE, Wisconsin, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MAYER HOFFMAN MCCANN, P.C.
PCAOB 199

Fund details & source
Fund ID
805-2899866598
Reported beneficial owners
19
Minimum commitment
$500K
Form D file number
021-374803

Form ADV 1661292 · Jun 30, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 27, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

231 SUTTON STREET, SUITES 2A AND 2B
NORTH ANDOVER, MA, 01845, United States

CRD 317032

Filing source

Form ADV 1790074 · Sep 27, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.