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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-30-2023
- Office Locations
- 3
Office Locations
About Lexus Wealth Management
Lexus Wealth Management is a fiduciary advisory firm providing comprehensive wealth management, including financial planning, retirement planning, customized portfolio management, employer retirement plan consulting (401(k)/403(b)/SEP/SIMPLE), and insurance planning. Managed portfolios show meaningful ETF and public fund usage, and the firm operates as a retail and institutional advisor with a presence beyond Omaha, NE.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EARL JULIUS JOHNSON III
Chief Compliance Officer, Managing Member
- CRD
- #4274899
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Barrett Carter
Wealth Advisor
- CRD
- #4206630
CHARLES CLEMONS
Wealth Advisor
- CRD
- #2950561
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,263,886 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,263,886 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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