AdvisorCensus / Financial advisors / Michigan / Neville Wealth Management

Neville Wealth Management

Registered in MichiganState-registered investment adviserCRD 317543

Filed as NEVILLE WEALTH MANAGEMENT · Legal name Neville Wealth Management, LLC

Neville Wealth Management is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

4 years

registered since 2022

$18,957,847

assets under management

2 arrangements

Percentage of assets, Fixed fees

None

disclosure items (Item 11)

Quick answers

From the filing

How is Neville Wealth Management compensated?

On its Form ADV (Item 5.E, October 2026), Neville Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Is Neville Wealth Management registered with the SEC or a state?

Neville Wealth Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317543.

How much does Neville Wealth Management manage?

Neville Wealth Management reports $18,957,847 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (59% discretionary).

What types of clients does Neville Wealth Management serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (1); charitable organizations (1).

Does Neville Wealth Management report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317543

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E

A percentage of assets under your management
Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F

$18,957,847

$18,957,847 as of October 2026, filing dated March 31, 2026.

Discretionary: $11,096,247.Non-discretionary: $7,861,600.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Individuals (other than high net worth individuals)

Clients 0 Assets Not reported

High net worth individuals

Clients 12 Assets $15,646,129 (83%)

Banking or thrift institutions

Clients 0 Assets Not reported

Investment companies

Clients 0 Assets Not reported

Business development companies

Clients 0 Assets Not reported

Pooled investment vehicles (other than investment companies and business development companies)

Clients 0 Assets Not reported

Pension and profit sharing plans (but not the plan participants or government pension plans)

Clients 1 Assets $2,468,949 (13%)

Charitable organizations

Clients 1 Assets $842,769 (4%)

State or municipal government entities (including government pension plans)

Clients 0 Assets Not reported

Other investment advisers

Clients 0 Assets Not reported

Insurance companies

Clients 0 Assets Not reported

Sovereign wealth funds and foreign official institutions

Clients 0 Assets Not reported

Corporations or other businesses not listed above

Clients 0 Assets Not reported

Other

Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services

Registration and firm details

Items 1, 2, 5

Legal name: Neville Wealth Management, LLC
Registration: State-registered investment adviser. Status as filed: APPROVED.
Registered since: 2022 (4 years)
Employees: Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation: No.
States registered or notice-filed: 1 state or jurisdiction

MI

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

nevillewealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Neville Wealth Management (CRD 317543): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/neville-wealth-management-317543