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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Frontier zenith
- Established Date
- 03-17-1995
- Office Locations
- 1
Office Locations
About NIX Wealth Management
Nix Wealth Management is a Sacramento-based, fee-only RIA providing personalized investment advice, hands-on portfolio management, and retirement and tax planning for retail clients pursuing goals like retirement income, financial independence, and education funding. Portfolios are built from the firm’s own analysis of individual stocks and bonds, monitored continuously with formal quarterly reporting. A proprietary retirement model is included for asset management clients; custody includes Charles Schwab.
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Owner & Executives
JOSEPH B NIX
Investment Advisor, Owner, Principal
- CRD
- #1064977
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JESSE Clayton NIX
Investment Advisor
- CRD
- #6512914
JOSEPH BETHUNE NIX IV
Investment Advisor Representative
- CRD
- #6512915
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $82,000,000 | -- |
| Total | $82,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $756,632,772 | 15.6% |
| Corporate - Investment Grade | $1,057,345,796 | 21.8% |
| U.S. Government/Agency | $712,980,881 | 14.7% |
| Corporate - Non-Investment Grade | $1,086,447,057 | 22.4% |
| Cash | $407,417,646 | 8.4% |
| Municipal Bonds | $829,385,923 | 17.1% |
| Total | $4,850,210,075 | 100.0% |