Nexwealth LLC
Nexwealth LLC is an SEC-registered wealth manager in Palm Beach Gardens, FL with $172.2M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Nexwealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311424, SEC 801-120110, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $172.2M (2026-06-10)
- Firm type
- Wealth Manager
- Location
- Palm Beach Gardens, FL
- Employees
- 6
- Clients
- 172
- CRD
- 311424
- Ownership
- BUBECK, KYLE, ROGER; WEST, MATTHEW, EDWARD; CHRISTOPHER, KELLY, MELISSA; CHRISTOPHER, MARIA
How much AUM does Nexwealth LLC have?
Nexwealth LLC reported $172.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Nexwealth LLC?
Disclosed owners and executives of Nexwealth LLC include BUBECK, KYLE, ROGER, WEST, MATTHEW, EDWARD, CHRISTOPHER, KELLY, MELISSA, CHRISTOPHER, MARIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.