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Building 2NEXUS WEALTH ADVISORS, LLC

Map pinSANTA CRUZ, CA
Phone831-278-2111
NotebookSEC #801-78448
Total AUM
$3.7M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
365-B LAKE AVENUE
SANTA CRUZ
CA 95062
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
831-278-2111

ReceiptFinancials

Total AUM
$3.7M
Accounts
47
Discretionary
$3.7M
Accounts
47
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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