N
$56.2M Total AUM
$56.2M Disc. AUM
-- 3Y CAGR
3 Employees
88 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-10-2025
- Office Locations
- 1
Office Locations
18840 SW Boones Ferry Rd. Suite 310 Tulatin OR
About Nexus Strategic Wealth
Nexus Strategic Wealth is a Tualatin-based RIA. The firm has been operating for 1 years. Managing $56.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
52 AVG AGE
$28.1M AVG AUM / ADVISOR
$638.2K AVG AUM / CLIENT
1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
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A
ADRIAN GUZMAN PENA
--
- CRD
- #6480498
Available
Available
Available
S
Stacee Rae Love-Malcolm
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- CRD
- #4246711
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Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,159,824 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,159,824 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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