NEXWEALTH LLC
Total AUM
$172.2M
Employees
6Clients
172Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3801 PGA BOULEVARD
SUITE 600
PALM BEACH GARDENS
FL 33410
United States
SUITE 600
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
561-971-3939
Other Offices
1
Financials
Total AUM
$172.2M
Accounts
172Discretionary
$172.2M
Accounts
172Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
127AUM
$34.6M
HNW Individual Clients
20AUM
$74.1M
Corporation or Business Clients
25AUM
$63.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLPA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.