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NEXUS ONE FINANCIAL ADVISORS LLC

CRD 336809 · SEC 801-134359

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5060 TENNYSON PKWY, SUITE 300, PLANO, TX, 75024, United States

Phone

(214) 800-4442

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$552.0M

Discretionary AUM

$552.0M

Team

10 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals500$206.5M
High net worth individuals185$345.5M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD