PALM BEACH GARDENS, FLCRD 311424Latest ADV March 30, 2026
Nexwealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 30, 2026, reports $172M in regulatory assets under management, 6 employees, 1 office, and 172 accounts.
Assets Under Management
$172M
Employees
6
Offices
1 office
Total Clients
172
Primary office
PALM BEACH GARDENS, FL
3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
127
2
Corporations
14.5%
25
3
HNWI
11.6%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 30, 2026
Discretionary100.0%
$172M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$172M
Total Accounts172
10Y AUM Change+$172M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee29:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.