NEXWEALTH LLC

3801 Pga Boulevard
Suite 600
Palm Beach Gardens, Florida 33410
Tel: 561-971-3939

About NEXWEALTH LLC

NEXWEALTH LLC, formally registered with the SEC as NEXWEALTH LLC. The firm was established in 01/08/2021. They have over 1 offices throughout the country.

NEXWEALTH LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $129,350,921 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311424
SEC#	801-120110
Assets Managed by Firm	$129,350,921
No. of Clients	108
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	108	$129,350,921
Individuals (other than high net worth individuals)	73	$19,880,615
High net worth individuals	21	$71,237,158
Corporations or other businesses	14	$38,233,148

More Retirement Planning firms in Palm Beach Gardens, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Palm Beach Gardens, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.