NEXWEALTH LLC

CRD 311424File 801-120110

APPROVED

Retail clients

Filing as of Jun 10, 2026

Feed vintage Aug 17, 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
Aug 12, 2026	Registration	—	APPROVED

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.