SEC Form ADV

NEXWEALTH LLC

Registered Investment AdviserFL
$172.2M
Assets Under Management
20
Total Clients
6
Employees
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Registration Details

Accession
crd-311424
Location
PALM BEACH GARDENS, FL
Filing Date
June 10, 2026
AUM
$172.2M
Total Clients
20
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

NEXWEALTH LLC is a registered investment adviser headquartered in PALM BEACH GARDENS, FL, managing approximately $172.2M in assets across 20 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.