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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 3 advisory representatives and 498 clients, or 166 clients per representative. That equates to $106.3K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
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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
SMA allocation detail is available
Blacklines Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.