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FNEX WEALTH, LLC
CRD 334569 · SEC 801-132205
ONE INDIANA SQUARE, SUITE 2252, INDIANAPOLIS, IN, 46204, United States
Phone
317-445-7676
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.3M
Discretionary AUM
$122.3M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $10.1M |
| High net worth individuals | 26 | $112.0M |
| Investment companies | 1 | $23K |
| Charitable organizations | 1 | $151K |
States served
IN
All web addresses on file
Official SEC filing: View on IAPD