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NEXWEALTH LLC
CRD 311424 · SEC 801-120110
3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, 33410, United States
Phone
561-971-3939
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.2M
Discretionary AUM
$172.2M
Team
6 total employees; 5 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $34.6M |
| High net worth individuals | 20 | $74.1M |
| Corporations/business entities | 25 | $63.6M |
States served
PA, FL
All web addresses on file
Official SEC filing: View on IAPD