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NRG WEALTH MANAGEMENT
Legal name: J. P. DAVIS, INC.
CRD 289548File 801-116690
APPROVED
Retail clients
Custody
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$242.0M
Below cohort median (national)
Discretionary AUM
$241.4M
Non-discretionary $576K
Clients
155
418 accounts
Employees
5
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 28, 2019
- Principal office
- 12115 NORTH ORACLE ROAD, SUITE 151, ORO VALLEY, AZ, 85737
- Phone
- (520) 818-7822
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $242.0M
- Discretionary AUM
- $241.4M
- Non-discretionary AUM
- $576K
- Discretionary accounts
- 415
- Non-discretionary accounts
- 3
- Total accounts
- 418
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $206.0M |
| Individuals (other than high net worth individuals) | 83 | $36.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.