Fee-only adviser · Seward, NE

Maxus Wealth Management LLC

Maxus Wealth Management LLC is a fee-only investment adviser registered with the securities regulator of Nebraska, with its main office in Seward, Nebraska. On its latest Form ADV, filed January 5, 2026, it reports $5.9M in regulatory assets under management, 40 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Nebraska
Firm CRD number333825
Office615 Seward Street
Seward, NE 68434
Phone(402) 400-5665
WebsiteNot listed
Regulatory assets under management$5.9M
Individual clients34 non-high-net-worth, 6 high-net-worth
Financial planning clients1-10
How it chargesPercentage of assets, Other
ServicesFinancial planning, Portfolio management
Employees2
Disciplinary disclosuresNone reported
Latest Form ADV filingJanuary 5, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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