# Nexwealth LLC

> Nexwealth LLC is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 311424
- Filed as: NEXWEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311424
- AdvisorCensus page: https://advisorcensus.com/firm/nexwealth-llc-palm-beach-gardens-fl-311424

## Quick answers

**How is Nexwealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nexwealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Nexwealth LLC located?**
Nexwealth LLC's principal office is in Palm Beach Gardens, FL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Nexwealth LLC registered with the SEC or a state?**
Nexwealth LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311424.

**How much does Nexwealth LLC manage?**
Nexwealth LLC reports $172,207,939 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**How have Nexwealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Nexwealth LLC: Regulatory assets under management: $107,075,667 in the October 2021 data and $172,207,939 in the October 2026 data, up 61%. Total employees: 2 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nexwealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); corporations or other businesses not listed above (25); high net worth individuals (20).

**Which custodians does Nexwealth LLC use?**
Nexwealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Nexwealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311424

**Does Nexwealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "NexWealth does not impose a strict minimum account size, however, NexWealth may decline to accept any account regardless of size at its sole discretion."

**What changed in Nexwealth LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> NexWealth does not impose a strict minimum account size, however, NexWealth may decline to accept any account regardless of size at its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $172,207,939
- Discretionary: $172,207,939
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $34,553,687 |
| High net worth individuals | 20 | $74,097,101 |
| Corporations or other businesses not listed above | 25 | $63,557,151 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Philadelphia, PA

### Websites listed on Form ADV (Item 1.I)
- nexwealthllc.com
- LinkedIn @nexwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $107,075,667 | 2 | May 7, 2021 |
| October 2022 | $111,365,398 | 5 | April 7, 2022 |
| October 2023 | $119,226,324 | 4 | March 31, 2023 |
| October 2024 | $129,350,921 | 5 | April 1, 2024 |
| October 2025 | $132,443,445 | 5 | June 11, 2025 |
| October 2026 | $172,207,939 | 6 | June 10, 2026 |

Regulatory assets under management: $107,075,667 in the October 2021 data and $172,207,939 in the October 2026 data, up 61%.
Total employees: 2 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $132,443,445 to $172,207,939 (+30%).
- Changed its office addresses in Philadelphia, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nexwealth LLC (CRD 311424): Form ADV filing data as of October 2026.