N
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2015
- Office Locations
- 1
Office Locations
1545 Crossways Blvd. Suite 250 Chesapeake VA
About Nexus Wealth Management, LLC
Nexus Financial, LLC (Nexus Wealth Management, LLC) is a Chesapeake, VA-based fiduciary advisory firm serving individuals and businesses. The firm provides investment management and advice alongside retirement, college, estate, insurance, and tax planning. Client portfolios are implemented primarily with ETFs, with custody through Interactive Brokers.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$185.3K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
D
DAVID ALEXANDER WOOD
Chief Compliance Officer
- CRD
- #5928196
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,966,353 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,966,353 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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