Nexwealth LLC - Investment Advisers

About Nexwealth LLC

Nexwealth LLC is an investment adviser headquartered in Palm Beach Gardens, Florida. It reports $172.21 million in regulatory assets under management and six employees. The firm is one of the investment advisers in Florida and appears in the directory of US investment advisers. Its website describes services that include wealth management, investment allocation and investment strategies, consolidated reporting, and wealth, estate and tax planning. The firm also lists charitable and philanthropic planning, trust and corporate services, and family governance among its areas, along with custodian arrangements. The site names exclusivity, customization, objectivity, issue spotting and communication as areas of focus. Parts of the website are restricted to authorized users. The firm's Form ADV Part 2A brochure and Form ADV Part 3 relationship summary are available on the site.

Key Facts

Assets Under Management

$172.21M

Employees

6

SEC File Number

801-120110