NEXWEALTH LLC
CRD #311424 SEC #801-120110 PALM BEACH GARDENS, FL 561-971-3939
SEC Registered
Total AUM
$132.4M
Discretionary
$132.3M
Employees
5
Clients
26
Accounts
145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $132.4M | $132.3M | $176.7K | 5 | 0 |
| Jun 2025 | $132.4M | $132.3M | $176.7K | 5 | 0 |
| Mar 2025 | $132.4M | $132.3M | $176.7K | 5 | 0 |
| Apr 2024 | $129.4M | $129.2M | $116.8K | 5 | 0 |
| Mar 2024 | $129.4M | $129.2M | $116.8K | 5 | 0 |
| Mar 2023 | $119.2M | $119.1M | $92.8K | 4 | 0 |
| Nov 2022 | $111.4M | $111.3M | $105.1K | 5 | 0 |
| Apr 2022 | $111.4M | $111.3M | $105.1K | 5 | 0 |
| Mar 2022 | $111.4M | $111.3M | $105.1K | 5 | 0 |
| Feb 2022 | $107.1M | $107.1M | $0 | 2 | 0 |
| Feb 2022 | $107.1M | $107.1M | $0 | 2 | 0 |
| May 2021 | $107.1M | $107.1M | $0 | 2 | 0 |
DateAug 2025
Total AUM$132.4M
Discretionary$132.3M
Non-Disc.$176.7K
Employees5
Clients0
DateJun 2025
Total AUM$132.4M
Discretionary$132.3M
Non-Disc.$176.7K
Employees5
Clients0
DateMar 2025
Total AUM$132.4M
Discretionary$132.3M
Non-Disc.$176.7K
Employees5
Clients0
DateApr 2024
Total AUM$129.4M
Discretionary$129.2M
Non-Disc.$116.8K
Employees5
Clients0
DateMar 2024
Total AUM$129.4M
Discretionary$129.2M
Non-Disc.$116.8K
Employees5
Clients0
DateMar 2023
Total AUM$119.2M
Discretionary$119.1M
Non-Disc.$92.8K
Employees4
Clients0
DateNov 2022
Total AUM$111.4M
Discretionary$111.3M
Non-Disc.$105.1K
Employees5
Clients0
DateApr 2022
Total AUM$111.4M
Discretionary$111.3M
Non-Disc.$105.1K
Employees5
Clients0
DateMar 2022
Total AUM$111.4M
Discretionary$111.3M
Non-Disc.$105.1K
Employees5
Clients0
DateFeb 2022
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees2
Clients0