NEXUS WEALTH ADVISORS, LLC
NEXUS WEALTH ADVISORS, LLC of SANTA CRUZ, CA is an SEC-registered investment adviser (CRD 168775). Regulatory assets under management: $3.7M.
Registration
- CRD: 168775
- SEC file number: 801-78448
- Type: Registered investment adviser
- Location: 365-B LAKE AVENUE, SANTA CRUZ, CA, 95062
- Phone: 831-278-2111
- Latest filing: 2013-11-25
- Regulatory AUM: $3.7M
- Discretionary AUM: $3.7M
- Clients: 1
- Accounts: 47
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| WEXLER LANCE AARON | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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