| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Melissa Christopher | Chief Compliance Officer | Under 5% | 2020 |
| Matthew Edward West Control | Managing Member / Chief Executive Officer / President | Over 75% | 2020 |
Nexwealth LLC reports $132.4 million in regulatory assets under management on its Form ADV.
Nexwealth LLC reports 5 employees.
Nexwealth LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2021.
Nexwealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410 |
| Phone | 561-971-3939 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $132.3M |
| Non-discretionary | $177K |
| Total (RAUM) | $132.4M |