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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FusionOak peak
- Established Date
- 01-08-2021
- Office Locations
- 2
Office Locations
About Nexwealth LLC
NexWealth LLC is a Florida-based RIA serving retail and institutional clients, with a stated focus on entrepreneurs. The firm provides asset management and comprehensive planning (financial, tax, estate, and insurance). Portfolios emphasize public funds and ETFs alongside fixed income, with asset-allocation and long/short capabilities. Custodies primarily with Fidelity/NFS and leverages Addepar for reporting.
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CRM
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Owner & Executives
MATTHEW EDWARD WEST
Chief Executive Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #2057782
- Ownership
- 75% or more
MARIA CHRISTOPHER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Evan Thomas Dwyer
--
- CRD
- #7781626
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,207,939 | $1,001,209 |
| Non-Discretionary | $0 | -- |
| Total | $172,207,939 | $1,001,209 |
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Separately Managed Accounts
Total SMA Asset: $172,207,939
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $76,881,325 | 8.9% |
| Equity - Exchange | $190,907,560 | 22.1% |
| U.S. Government/Agency | $169,311,682 | 19.6% |
| Cash | $211,639,602 | 24.5% |
| Private Funds | $215,094,943 | 24.9% |
| Total | $863,835,112 | 100.0% |