NEVILLE WEALTH MANAGEMENT

NEVILLE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 317543). Regulatory assets under management: $19.0M.

Registration

• CRD: 317543
• Type: Registered investment adviser
• Phone: 734-417-1354
• Latest filing: 2026-03-31
• Regulatory AUM: $19.0M
• Discretionary AUM: $11.1M
• Non-discretionary AUM: $7.9M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317543 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search