J. P. DAVIS, INC.
Doing business as NRG WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$241,969,239
Discretionary
$241,392,789
Non-discretionary
$576,450
Firm details
- CRD number
- 289548
- SEC file number
- 801-116690
- Main office
- ORO VALLEY, AZ, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.