Nexwealth LLC

Nexwealth LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Palm Beach Gardens, Florida. On its latest Form ADV, filed June 10, 2026, it reports $172M in regulatory assets under management, 147 individual clients and 5 employees who give 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

Registration	SEC-registered
Firm CRD number	311424 · SEC file 801-120110
Office	3801 Pga Boulevard Suite 600 Palm Beach Gardens, FL 33410
Phone	(561) 971-3939
Website	nexwealthllc.com
Regulatory assets under management	$172M
Individual clients	127 non-high-net-worth, 20 high-net-worth
Financial planning clients	11-25
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	6
Disciplinary disclosures	None reported
Latest Form ADV filing	June 10, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• 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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