NIX WEALTH MANAGEMENT

Overview

NIX Wealth Management is an independent, single-owner Registered Investment Advisor operating as a sole proprietorship that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its business model emphasizes advice and implementation through client-directed (non-discretionary) relationships—clients retain decision authority while the firm provides recommendations and portfolio construction. Investment activity is equity-centric: the firm allocates the bulk of client capital to exchange-traded equities and ETFs, and it acts as a capital allocator when bringing outside managers or solutions to client portfolios. NIX Wealth Management does not position itself as an active ESG investor, and it does not report pension consulting or multi-state advisory status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices