MEXUS WEALTH MANAGEMENT

Overview

Mexus Wealth Management is a small, owner‑run limited liability advisory firm focused on portfolio management for individual investors and small businesses. The firm charges a percentage‑of‑AUM fee and does not identify itself as an active ESG investor or a multi‑state adviser. Neither pension consulting nor capital allocation to institutional-style mandates is a stated part of the practice. Investment activity appears concentrated in retail‑oriented products rather than direct manager of private funds. The firm lists industry affiliations with a law firm and an insurance company, which suggests referral or specialty client relationships and a likely emphasis on insurance‑based planning in addition to investment management. There is no record of allocations to third‑party alternative investment managers.

Assets & Accounts

Investments & Alternatives

Location & Offices