FNEX WEALTH, LLC

FNEX WEALTH, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 334569). Regulatory assets under management: $122.3M.

Registration

• CRD: 334569
• SEC file number: 801-132205
• Type: Registered investment adviser
• Location: ONE INDIANA SQUARE, SUITE 2252, INDIANAPOLIS, IN, 46204
• Phone: 317-445-7676
• Latest filing: 2026-04-01
• Regulatory AUM: $122.3M
• Discretionary AUM: $122.3M
• Non-discretionary AUM: $47K
• Clients: 2
• Accounts: 56

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 334569 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search