NEXWEALTH LLC

Overview

Nexwealth LLC is an independent, SEC-registered registered investment adviser organized as a limited liability company and formed for advisory activities in 2021. The firm serves both individual and family clients as well as institutional clients, and reports that it acts as a capital allocator. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include both percentage-of-AUM billing and fixed fees. Nexwealth identifies itself as not being an active ESG investor and its regulatory snapshot does not classify it as a multi-state adviser, although other filings indicate multiple office locations.

Assets & Accounts

Investments & Alternatives

Location & Offices