Nexwealth LLC
SEC RegisteredA family office experience that all families need and deserve, but only a few receive.
About the firm
NexWealth LLC offers a family office experience for a select number of families, providing wealth management and family office services with an emphasis on exclusivity, customization, and objectivity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family office services including exclusivity, customization, objectivity, issue spotting, communication, specialists, and access; wealth management services including investment allocation, custodian, investment strategies, consolidated reporting, charitable and philanthropic planning, wealth/estate and tax planning, trust and corporate services, and family governance.
Who they serve
A select number of families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 127 | $35M |
| High Net Worth Individuals | 20 | $74M |
20 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 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. Nexwealth 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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