Overview
Assets Under Management: $172 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 20
Average Client Assets: $3.7 million
Frequently Asked Questions
NEXWEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311424), NEXWEALTH LLC is subject to fiduciary duty under federal law.
NEXWEALTH LLC is headquartered in PALM BEACH GARDENS, FL.
NEXWEALTH LLC serves 20 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, NEXWEALTH LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NEXWEALTH LLC manages $172 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, NEXWEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.03%
Average Client Assets: $3.7 million
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 311424
Filing ID: 2079677
Last Filing Date: 2026-03-30 17:59:39