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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-20-2023
- Office Locations
- 1
Office Locations
About Blacklines Financial
Nexa Wealth Planning is a CFP-led RIA in Los Angeles focused on women founders, women in sports, and corporate professionals navigating equity compensation. The firm delivers goals-based financial planning and ongoing wealth management—covering cash-flow strategy, tax planning, protection, and legacy planning—to align finances with lifestyle and family priorities. Client portfolios are commonly implemented with ETFs and equities and held at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Owner & Executives
Kelsey Wilson
Chief Compliance Officer, Managing Member
- CRD
- #6350976
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Renee Lori Cohen
Financial Advisor
- CRD
- #6447089
Zully Ruiz
--
- CRD
- #7626381
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,773,956 | -- |
| Non-Discretionary | $187,786 | -- |
| Total | $52,961,742 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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