FNEX Wealth, LLC
SEC RegisteredClient-Focused Multi-Family Office & Wealth Management
About the firm
FNEX Wealth is the multi-family office division of FNEX, a leading fintech-enabled investment bank and private securities liquidity platform founded in 2012. FNEX Wealth offers a holistic, proactive, and strategic approach to financial stewardship, including exit planning, institutional due diligence, and access to alternative investments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Multi-family office and wealth management services including exit planning, institutional due diligence, access to alternative investments, dedicated advisors, institutional marketplace opportunities, and strategic planning.
Who they serve
Individuals and Families, Ultra-High-Net-Worth, Investor Trusts, Companies and Foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 28 | $10M |
| High Net Worth Individuals | 26 | $112M |
| State/Municipal Entities | 1 | — |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FNEX Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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