This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$292MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$292M

Private client RAUM

$282MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$292Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

399

Individual clients

89

High net worth clients

39

Custody, client assets

$32.4M

SEC number

801-134674

CRD

316673

Filings on the tape

2

First filed

Oct 1, 2025

Latest filed

Mar 17, 2026

Organised

Limited Liability Company, OH

Website

neuwealthgroup.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aec4fd3f-5eec-a8c7-19a8-b11a2e405309

First observed

Oct 1, 2025

Last observed

Mar 17, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.