NERGARD WEALTH MANAGEMENT, LLC

NERGARD WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 335534). Regulatory assets under management: $21.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 335534
• Type: Registered investment adviser
• Phone: 602-790-3859
• Latest filing: 2026-02-23
• Regulatory AUM: $21.3M
• Discretionary AUM: $21.3M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335534 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search