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NEXUS STRATEGIC WEALTH
NEXUS STRATEGIC WEALTH, LLC
CRD 336847
18840 SW BOONES FERRY RD. SUITE 310, TUALATIN, OR, 97062, United States
Phone
503-305-6704
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$56.2M
Discretionary AUM
$56.2M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $27.5M |
| High net worth individuals | 15 | $28.7M |
All web addresses on file
Official SEC filing: View on IAPD