NIX Wealth Management

Overview

NIX Wealth Management is a California-based, individually owned sole proprietorship operating as an independent registered investment adviser at the state level. The firm focuses on serving individual and family clients, charging advisory fees based on a percentage of assets under management. Core services include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers when appropriate. The firm identifies itself as a capital allocator but does not position itself as an ESG-focused investor and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices