Fnex Wealth, LLC
● SEC registered since 2025CRD 334569SEC# 801-132205Indianapolis, IN
Reg. AUM
$122.3M
Employees
2
Accounts
56
Location
Indianapolis, IN
Fnex Wealth, LLC assets under management
Fnex Wealth, LLC is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2025. It reports $122.3 million in regulatory assets under management and employs 2 people.
Fnex Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fnex, LLC Control | Owner | Over 75% | 2025 |
| Robert Joseph Dalzell Control | Firm Principal | 10-25% | 2025 |
| Thomas Edward Hertog | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Fnex Wealth, LLC manage?
Fnex Wealth, LLC reports $122.3 million in regulatory assets under management on its Form ADV.
How many employees does Fnex Wealth, LLC have?
Fnex Wealth, LLC reports 2 employees.
Where is Fnex Wealth, LLC located?
Fnex Wealth, LLC is based in Indianapolis, IN and has been SEC-registered since 2025.
Does Fnex Wealth, LLC disclose fund performance?
Fnex Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Indiana Square, Suite 2252, Indianapolis, IN 46204 |
| Phone | 317-445-7676 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.3M▲ 20%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$122.3Mregulatory AUM
Discretionary $122.3MNon-discretionary $47K