NEXWEALTH LLC

CRD 311424File 801-120110

APPROVED

Retail clients

Filing as of Jun 10, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$172.2M

Bottom 25% of cohort (national)

Discretionary AUM

$172.2M

Clients

172

172 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jan 8, 2021
Principal office: 3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, 33410
Phone: 561-971-3939
Website: https://nexwealthllc.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $172.2M
Discretionary AUM: $172.2M
Non-discretionary AUM: $0
Discretionary accounts: 172
Non-discretionary accounts: 0
Total accounts: 172
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	25	$63.6M
High net worth individuals	20	$74.1M
Individuals (other than high net worth individuals)	127	$34.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	5	6	increased by1
Apr 1, 2026	Clients	145	172	increased by27
Apr 1, 2026	AUM	$132,443,445	$172,207,939	increased by$39,764,494
Apr 1, 2026	Accounts	145	172	increased by27
May 1, 2025 vs Oct 1, 2022	Clients	54	145	increased by91
May 1, 2025 vs Oct 1, 2022	AUM	$111,365,398	$132,443,445	increased by$21,078,047
May 1, 2025 vs Oct 1, 2022	Accounts	55	145	increased by90
Apr 1, 2022	Employees	2	5	increased by3
Apr 1, 2022	Clients	48	54	increased by6
Apr 1, 2022	AUM	$107,075,667	$111,365,398	increased by$4,289,731
Apr 1, 2022	Accounts	49	55	increased by6
Jun 1, 2021	Registration	APPROVED-120	APPROVED
Jun 1, 2021	Employees	3	2	decreased by1
Jun 1, 2021	AUM	$0	$107,075,667	increased by$107,075,667
Jun 1, 2021	Accounts	0	49	increased by49

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “NEXWEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEXWEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.