FNEX WEALTH, LLC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 334569
- Registered since
- March 18, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.59%
- Individuals8.27%
- Charitable Organizations0.12%
- Investment Companies0.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fnex Wealth, LLC is a fee-based advisory firm that focuses on portfolio management for individuals and small businesses, while also serving institutional and family clients. The firm’s reported investment stance is equity-centric: a large portion of client assets are held in exchange-traded equities and ETFs, and discretionary management represents the lion’s share of its AUM. Fnex Wealth operates with a percentage-of-AUM fee model and maintains a broker-dealer affiliation to support its trading and execution infrastructure. The firm is listed as SEC-registered in 2025 and does not present itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds16%
- Private Funds8%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
1 of 1Thomas Hertog
Chief Compliance OfficerCRD 4850163
Contacts
1 of 1Robert Dalzell
PresidentCRD 5811956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 1 Indiana Sq
- Time zone
- ET (UTC-5)
- Office locations
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