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LEXUS WEALTH MANAGEMENT
LEXUS WEALTH MANAGEMENT, LLC
CRD 325200
11422 MIRACLE HILLS DR. SUITE 408, OMAHA, NE, 68154, United States
Phone
402-454-7222
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.3M
Discretionary AUM
$42.3M
Team
3 total employees; 3 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 271 | $28.2M |
| High net worth individuals | 8 | $14.0M |
| Pension/profit sharing plans | 5 | $0 |
All web addresses on file
Official SEC filing: View on IAPD