M
CRD: 333825
Maxus Wealth Management LLC
Seward, NE, 68434
4024005665
$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
615 Seward Street Seward Seward NE
About Maxus Wealth Management LLC
Maxus Wealth Management LLC is a Seward-based RIA. The firm has been operating for 1 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$148.0K AVG AUM / CLIENT
1.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Element vital Momentum Optima bridge
Client Personas
Capital
Investment Themes
Matrix Wave
Investment Vehicles
Foundation
Services
Meridian Summit insight Legacy Delta
Owner & Executives
A
Andrew Keith McGill
Chief Compliance Officer, Financial Advisor, Manager
- CRD
- #7737506
- Ownership
- 50% but less than 75%
(677) 837-6769
ridge.pioneer@alphacapital.com
in linkedin.com/in/optima-foundation
E
ERIC GREGORY WENDELIN
Manager
- CRD
- --
- Ownership
- 50% but less than 75%
(761) 733-6245
ridge.meridian@valuecapital.com
in linkedin.com/in/pathway-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,918,217 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,918,217 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,918,217
Public Funds:
27.8% Cash:
37.8% Equity - Exchange:
34.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,123,162,083 | 27.8% |
| Cash | $1,527,177,221 | 37.8% |
| Equity - Exchange | $1,389,812,075 | 34.4% |
| Total | $4,040,151,379 | 100.0% |