NEXUS WEALTH ADVISORS, LLC
CRD #168775 SEC #801-78448 SANTA CRUZ, CA 831-278-2111
SEC Registered
Total AUM
$3.7M
Discretionary
$3.7M
Employees
1
Clients
0
Accounts
47
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEXLER, LANCE, AARON | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEXLER, LANCE, AARON | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEXLER, LANCE, AARON | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEXLER, LANCE, AARON | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 25, 2013 REGISTERED
Notice Filings (1)
CA
Address
365-B LAKE AVENUESANTA CRUZ, CA 95062
United States
Phone: 831-278-2111