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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- WaveVital +more
- Established Date
- 02-16-2021
- Office Locations
- 1
Office Locations
About Nytrx LLC
Nytrx is a Texas-based RIA providing personalized investment and wealth management for individuals and families, with a core focus on managing investment risk through diversified, risk-adjusted portfolios often using index ETFs. Services include retirement and taxable account management, income-oriented strategies, and a wealth starter/emergency fund program, plus personalized direct indexing for more sizable, tax-aware investors. Custody includes Charles Schwab.
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Owner & Executives
Quenton Carl Nolte Jr.
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #7324100
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,630,176 | $97,913 |
| Non-Discretionary | $0 | -- |
| Total | $2,630,176 | $97,913 |
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Separately Managed Accounts
Total SMA Asset: $2,630,176
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $161,785,172 | 19.8% |
| Equity - Exchange | $256,568,404 | 31.4% |
| Cash | $398,743,251 | 48.8% |
| Total | $817,096,827 | 100.0% |