Jmn Financial, LLC
● SEC registered since 2025CRD 316673SEC# 801-134674
Reg. AUM
$291.8M
Employees
2
Accounts
399
Location
—
About Jmn Financial
NEU Wealth Group (JMN Financial) pairs tax-aware investment strategies with a personal, relationship-driven advisory approach. It is an independent firm deploying institutional-caliber strategies tailored to each client rather than mass model portfolios.
Summary based on the firm’s website.
Jmn Financial, LLC assets under management
Jmn Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $291.8 million in regulatory assets under management and employs 2 people.
Jmn Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Michael Neuwirt Control | Founder, Ceo And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Jmn Financial, LLC manage?
Jmn Financial, LLC reports $291.8 million in regulatory assets under management on its Form ADV.
How many employees does Jmn Financial, LLC have?
Jmn Financial, LLC reports 2 employees.
Does Jmn Financial, LLC disclose fund performance?
Jmn Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 516-695-2844 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$291.8M▲ 42%
Oct '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$291.8Mregulatory AUM
Discretionary $291.8M