Fnex Wealth, LLC

Overview

Fnex Wealth, LLC is a limited liability company operating as a non-independent retail registered investment adviser. The firm reports SEC registration in 2025 and bills clients on a percentage-of-AUM fee schedule. Its advisory work centers on portfolio management for individuals and small businesses, and its client base includes both individual/family and institutional relationships. The firm maintains an industry affiliation with a broker-dealer and does not describe itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives