LEXUS WEALTH MANAGEMENT

Overview

Lexus Wealth Management is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as institutional and small-business sponsors, offering fee models that combine a percentage of assets under management with fixed-fee engagements. Advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and educational seminars and workshops. Lexus also functions as an insurance broker, which ties directly to its use of annuity and insurance-based products in client portfolios. Investment positioning leans heavily toward public funds and mutual funds as the largest single asset sleeve, while the firm supplements those holdings with a range of alternative allocations. Lexus is not an active ESG investor according to its disclosures. All client assets under management are reported as discretionary, signaling the adviser predominantly exercises portfolio decision authority on behalf of clients.

Assets & Accounts

Investments & Alternatives

Location & Offices