NEXUS WEALTH MANAGEMENT, LLC

Overview

Nexus Wealth Management, LLC is an independent registered investment adviser that focuses on serving individual and family clients through a mix of financial planning and portfolio management. The firm acts as a capital allocator, combining direct management of listed securities with access to third‑party alternative managers. Its advisory scope includes selection of other advisers and client education through seminars and workshops, and the firm maintains an insurance-company affiliation for product distribution or advice. Fee arrangements are a combination of percentage of assets under management and fixed fees. Investment activity is concentrated toward equities, with a clear preference for exchange‑traded instruments. Nexus is not positioned as an ESG‑focused adviser and operates without multi‑state advisory registration noted. Client relationships appear to be primarily discretionary, allowing the firm to implement portfolio decisions directly on client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices