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Building 2NEXWEALTH LLC

Map pinPALM BEACH GARDENS, FL
Phone561-971-3939
NotebookSEC #801-120110
Total AUM
$172.2M
Employees
6
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3801 PGA BOULEVARD
SUITE 600
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
561-971-3939
Other Offices
1

ReceiptFinancials

Total AUM
$172.2M
Accounts
172
Discretionary
$172.2M
Accounts
172
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$34.6M
HNW Individual Clients
20
AUM
$74.1M
Corporation or Business Clients
25
AUM
$63.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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