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Fnex Wealth, LLC

● SEC registered since 2025CRD 334569SEC# 801-132205Indianapolis, IN
Export (members)
Reg. AUM
$102.1M
Employees
2
Accounts
84
Location
Indianapolis, IN

Fnex Wealth, LLC assets under management

Fnex Wealth, LLC is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2025. It reports $102.1 million in regulatory assets under management and employs 2 people.
fnexwealth.comView on SEC.gov ↗

Fnex Wealth, LLC owners & executives

4 reported
NameTitleOwnershipSince
Fnex, LLC ControlOwnerOver 75%2025
Robert Joseph Dalzell ControlFirm Principal10-25%2025
Thomas Edward HertogChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Fnex Wealth, LLC manage?

Fnex Wealth, LLC reports $102.1 million in regulatory assets under management on its Form ADV.

How many employees does Fnex Wealth, LLC have?

Fnex Wealth, LLC reports 2 employees.

Where is Fnex Wealth, LLC located?

Fnex Wealth, LLC is based in Indianapolis, IN and has been SEC-registered since 2025.

Does Fnex Wealth, LLC disclose fund performance?

Fnex Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Indiana Square, Suite 2252, Indianapolis, IN 46204
Phone317-445-7676
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.1M
Non-discretionary$0
Total (RAUM)$102.1M