Nergard Wealth Management, LLC

Overview

Nergard Wealth Management, LLC is an independent registered investment adviser serving individual and family clients. The firm positions itself as a capital allocator, blending fee-for-service financial planning with discretionary portfolio management and selection of outside advisers when appropriate. Advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers; pension consulting services are also listed among its offerings. Fee arrangements are flexible, spanning percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor and appears to operate with a single-state focus. Investment activity at the firm is equity-forward. The stated asset preference is equities, with exchange-traded equities representing the largest single asset class on the books. As an independent RIA that allocates to third-party managers, Nergard Wealth Management combines pooled products and manager relationships with direct equity exposures to build client allocations.

Assets & Accounts

Public Holdings

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Location & Offices