MAXUS WEALTH MANAGEMENT LLC

Overview

Maxus Wealth Management LLC is a small, independent RIA focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model (with other fee components noted) and runs primarily discretionary mandates. Its filings show a clear preference for pooled public funds as the primary vehicle for client exposure, with targeted use of fixed income and alternative strategies to round out client portfolios. Maxus is not positioned as a multi-state adviser, pension consultant, or capital allocator; its business activity centers on personalized wealth management rather than institutional or large-scale fund management. Investment emphasis appears conservative-to-moderate: majority allocations to mutual/public funds provide core market exposure and diversification, while selective allocations to corporate debt and alternatives supply income and low-correlation return streams. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices