Nemes Rush Family Wealth Management

What Nemes Rush Family Wealth Management does

Nemes Rush Family Wealth Management is a family-run, independent Registered Investment Advisor (RIA) headquartered in Novi, Michigan, founded by Charlie Nemes and Tim Rush in 2021. The firm delivers a unified suite of wealth management services spanning financial planning, investment management, insurance and risk mitigation, estate and trust strategies, and liquidity event consulting. It serves primarily high-net-worth families, with formal service tracks also built out for medical professionals, corporate executives, and entrepreneurs. Securities are offered through J. Alden Associates, Inc. (FINRA/SIPC), while custody and client access are delivered through integrations with Raymond James and Pershing. The firm holds licenses in 30 states, enabling national reach from its single Michigan headquarters.

The practice is differentiated by its Summit Meeting model, which convenes a client's full advisory bench (CPA, estate attorney, other consultants) into coordinated planning sessions, and by its in-house Nemes Rush Investment Committee (NRIC) for equity research and portfolio decisions. The team of 14 includes multiple CPAs, CFPs, a JD/LLM attorney (Brian Nemes), CIMA and CSCP-IA credentialed staff, and family members across two generations, providing integrated tax, legal, and investment expertise uncommon in a firm of this size. AUM stands at approximately $1.3 billion as of the May 2024 Crain's Detroit Business feature (up from roughly $1.1B on the About page), supported by a multi-generational client book and a high-touch, referral-driven distribution approach.

Revenue is generated primarily through recurring advisory fees on assets under management, consistent with standard RIA economics. Pricing is not publicly disclosed and is likely structured as tiered AUM-based or flat-fee arrangements outlined in Form ADV Part 2A. Customer acquisition is driven by referral networks (CPAs, estate attorneys, multi-generational family relationships), content marketing, frequent local and national media appearances, and active community involvement. The firm carries no external funding, is privately held by the founding family and partners, and has not pursued acquisitions or public listing.

Name

Nemes Rush Family Wealth Management

Legal name

J. Alden Associates, Inc.

Website

https://nemesrush.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Nemes Rush Family Wealth Management is a family-run, independent Registered Investment Advisor in Novi, Michigan, serving high-net-worth families, medical professionals, corporate executives, and entrepreneurs with integrated financial planning, investment management, estate, insurance, and liquidity-event services across 30 states.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Risk Management & Insurance Advisory for Families (FSAAADAK), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management advisory
• Estate planning services
• Insurance risk mitigation

Headquarters

HQ city

Novi

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Wealth Management Advisory Fees: Nemes Rush generates revenue through financial advisory and investment management services as a Registered Investment Advisor. The firm provides comprehensive wealth management including financial planning, investment management, insurance, estate planning, and liquidity event consulting. Being independent, they are not beholden to specific products and can offer a wide range of investment opportunities.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Nemes Rush Family Wealth Management is a family-run independent Registered Investment Advisor (RIA) that delivers a unified suite of wealth management services including Financial Planning, Investment Management, Insurance & Risk Mitigation, Estate & Trust Strategies, and Liquidity Event Consulting. Services are tailored for high-net-worth families, medical professionals, entrepreneurs, and corporate executives, with the Summit Meeting approach coordinating each client's CPA, estate attorney, and other trusted advisors into one comprehensive strategy.

Product overview

Nemes Rush Family Wealth Management operates as a family-run, independent Registered Investment Advisor (RIA) offering a unified suite of wealth management services. The core offering consists of five integrated services: Financial Planning (the foundational roadmap), Investment Management (with an independent RIA approach offering options, structured products, alternatives, and managed accounts), Insurance & Risk Mitigation, Estate & Trust Strategies, and Liquidity Event Consulting. These services are differentiated by the firm's Summit Meeting approach (bringing together clients' CPAs and estate attorneys) and the Nemes Rush Investment Committee's equity research. The firm serves high-net-worth families, medical professionals, entrepreneurs, and corporate executives, with nearly $1.1 billion in AUM and over a century of combined professional experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service that connects investments, taxes, estates, and corporate trusts through discovery, analysis, plan development, and ongoing review and optimization processes for high-net-worth clients.
• Investment Management Investment management service providing guidance on selecting and managing investments across options, structured products, wrap accounts, traditional and alternative investments, unified managed accounts, separately managed accounts, and managed discretionary accounts, leveraging the independent RIA model to access a wide range of opportunities.
• Insurance & Risk Mitigation Insurance assessment and risk mitigation service providing access to life, disability, long-term care insurance, annuities, and trust structuring across multiple providers for high-net-worth individuals and families.
• Estate & Trust Strategies Estate and trust planning service covering will creation, estate plan review, charitable planning, family legacy planning, trustee and fiduciary support, insurance review, intergenerational financial education, and durable powers of attorney.
• Liquidity Event Consulting Consulting service focused on capital gains tax reduction, deferral, or elimination strategies for liquidity events including business sales, debt instruments, appreciated art collections, intellectual property, royalties, and endorsement contracts.

Quantifiable outcome

• $1.3 billion in assets under management
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Ten partnerships are on record, tiered core, supporting and minor.

• J. Alden Associates, Inc.coreChannel Partner/ Reseller/ DistributorSecurities for Nemes Rush are offered through J. Alden Associates, Inc., a FINRA/SIPC member broker-dealer. This partnership enables the firm to offer securities products while maintaining its independent RIA status for investment advisory services.
• Raymond JamessupportingChannel Partner/ Reseller/ DistributorClient account access provided through Raymond James platform. Raymond James also acts in an agency capacity for client orders in equity and option securities. Firm Order Routing Practices disclosures available per SEC Rule 606.
• PershingsupportingChannel Partner/ Reseller/ DistributorClient account access provided through Pershing platform, a leading provider of financial services technology and brokerage solutions.
• Nemes Rush Group LLCcoreOthersThe Nemes Rush Group LLC is the registered name under which advisory services are offered, separate from the securities offered through J. Alden Associates, Inc.
• United WayminorOthersCommunity nonprofit partner; team members support through board work and charitable involvement.
• Focus: HopeminorOthersCommunity nonprofit partner; team members support through charitable involvement.
• St. Jude Children's Research HospitalminorOthersCommunity nonprofit partner; team members support through charitable involvement.
• Cornerstone Education GroupminorOthersBoard work involvement; supports educational mission of Cornerstone Schools.
• University of Detroit Mercy College of BusinessminorOthersBoard work involvement; advisors guest lecture at the university on personal finance and career development topics.
• Detroit Catholic CentralminorOthersBoard work through Dad's Club; team members coach youth sports including lacrosse, and provide guest lectures on finance topics.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Hightower Advisors: National RIA platform providing wealth management, investment advisory, and family-office services to HNW clients through partner firms. Comparable service mix, but operating as a multi-partner platform rather than a single family-led boutique.
• Schwab Wealth Advisory (Charles Schwab): Charles Schwab's wealth advisory offering spans Schwab Private Client and Schwab Wealth Advisory, serving HNW households with fee-based financial planning and investment management. Represents the largest incumbent competitor for HNW wallet share and the fee-compression pressure facing boutique RIAs.
• Carson Group: Large national RIA and coaching platform serving advisors and their HNW clients with wealth management, financial planning, and business consulting services. Represents the platform/cooperative model competing against boutique independents like Nemes Rush.
• Edelman Financial Engines: Large national RIA combining Edelman Financial Advisors with the Financial Engines digital advice platform, serving HNW and mass-affluent households. Comparable investment advisory services but at materially greater scale and with a stronger technology stack.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, investment management, tax, and estate services to HNW clients. Represents the scale end of the competitive set Nemes Rush faces for HNW household share.

Direct peers

• Moneta Group: Large independent RIA headquartered in the Midwest serving HNW and UHNW families with comprehensive financial planning, investment management, and family office services. Comparable in client mix and full-service wealth model, though materially larger in scale.
• Mariner Wealth Advisors: National independent RIA platform serving HNW individuals and families with comprehensive wealth planning, tax, estate, and investment services. Comparable integrated service offering, but operates at much greater scale across multiple geographies.
• Greenleaf Trust: Michigan-based independent wealth management and trust firm serving HNW and UHNW families with integrated financial planning, investment management, and trust services. Closest geographic and business-model peer to Nemes Rush, with a similar multi-generational and family-office orientation.
• Plante Moran Wealth Management: Michigan-based wealth management practice affiliated with Plante Moran accounting firm, serving HNW individuals and families with integrated tax, investment, and estate planning. Directly comparable in geography and the CPA-led, multi-disciplinary model that differentiates Nemes Rush.

Emerging players

• Principal Financial Group - Wealth Management: Large diversified financial services firm offering wealth management, retirement planning, and investment advisory services to individuals and business owners. Comparable in targeting corporate executives and entrepreneurs for retirement and wealth planning, though with a much broader product set than Nemes Rush.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nemes Rush Family Wealth Management