Nexwealth LLC

Overview

Nexwealth LLC is an independent, SEC-registered registered investment adviser that began filing with the SEC in 2021 and is structured as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that selects other advisers as part of its offering. Core advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Its fee arrangements combine percentage-of-AUM billing with fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices