$122.3M Total AUM
$122.3M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
ONE Indiana Square Suite 2252 Indianapolis IN
About Fnex Wealth, LLC
FNEX Wealth is the multi-family office division of FNEX, a fintech-enabled investment bank and private securities liquidity platform founded in 2012. The firm provides holistic wealth management for individuals, ultra-high-net-worth families, and trusts/foundations, acting as a “family CFO” with strategic planning (including exit planning and institutional due diligence) and access to alternative investments. Client portal runs on Orion.
Team overview
-- AVG AGE
$122.3M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Momentum Element ember Momentum vital Crest Focus Summit wave Vertex quantum
Client Personas
Element
Custodian
Focus matrix Frontier Alpha
Investment Vehicles
Oak
Platform
Summit foundation
Services
Unison Radial radial Meridian Legacy delta
Technology
Peak vector
Owner & Executives
Robert Dalzell
Firm Principal
- CRD
- #5811956
- Ownership
- 10% but less than 25%
(349) 628-4561
atlas.vital@vitalcapital.com
in linkedin.com/in/pathway-capital
T
Thomas Edward Hertog
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(695) 200-8525
oak.insight@signalcapital.com
in linkedin.com/in/alpha-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,263,863 | $2,222,979 |
| Non-Discretionary | $46,625 | $46,625 |
| Total | $122,310,488 | $2,184,116 |
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Separately Managed Accounts
Total SMA Asset: $122,287,011
Equity - Exchange:
32.6% Public Funds:
10.0% Private Funds:
23.4% Cash:
23.8% U.S. Government/Agency:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $901,663,618 | 32.6% |
| Public Funds | $276,583,932 | 10.0% |
| Private Funds | $647,206,401 | 23.4% |
| Cash | $658,269,758 | 23.8% |
| U.S. Government/Agency | $282,115,610 | 10.2% |
| Total | $2,765,839,319 | 100.0% |