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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
| WEST, MATTHEW, EDWARD | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT | E | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (3)
FL MT PA
Address
3801 PGA BOULEVARDSUITE 600
PALM BEACH GARDENS, FL 33410
United States
Phone: 561-971-3939