INDIANAPOLIS, INCRD 334569Latest ADV April 1, 2026
Fnex Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated April 1, 2026, reports $122M in regulatory assets under management, 2 employees, and 56 accounts.
Assets Under Management
$122M
Employees
2
Offices
--
Total Clients
56
Primary office
INDIANAPOLIS, IN
ONE INDIANA SQUARE, SUITE 2252, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
28
2
HNWI
46.4%
26
3
Investment Cos.
1.8%
1
4
Charitable
1.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of April 1, 2026
Discretionary100.0%
$122M
100% of total RAUM100.0%
Non-discretionary0.0%
$47K
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$122M
Total Accounts56
10Y AUM Change+$122M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* 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.