Mexus Wealth Management

Overview

Mexus Wealth Management is organized as a limited liability company that provides portfolio management services geared toward individuals and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and is owned by an individual proprietor. It is not identified as a multi-state adviser, pension consultant, or capital allocator, and it does not describe itself as an active ESG investor. The firm lists industry connections with a law firm and an insurance company, which suggests a practice that may coordinate with legal and insurance professionals when advising on estate, tax, or risk-transfer solutions. Classification in the available data is unclassified and there are no indications that Mexus operates as a related adviser or as a newly formed adviser.

Assets & Accounts

Investments & Alternatives