NEXWEALTH LLC

NEXWEALTH LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 311424). Regulatory assets under management: $172.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Kelly Melissa ChristopherCHIEF COMPLIANCE OFFICER
Maria ChristopherCHIEF COMPLIANCE OFFICER
Matthew Edward WestMANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT
BUBECK KYLE ROGERCHIEF COMPLIANCE OFFICER
WEST ROBERT EDWARDMANAGING MEMBER / CHIEF EXECUTIVE OFFICER / PRESIDENT
CHRISTOPHER KELLY MELISSACHIEF COMPLIANCE OFFICER

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