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NEU WEALTH GROUP

· CRD 316673 · IAPD ↗ · neuwealthgroup.com · 516-695-2844

$291.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — NEU WEALTH GROUP reported RAUM up 42% ($205.5M -> $291.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — NEU WEALTH GROUP (location n/a) is newly SEC-registered with $205.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.