Nexwealth LLC
● SEC registered since 2021CRD 311424SEC# 801-120110Palm Beach Gardens, FL
Reg. AUM
$172.2M
Employees
6
Accounts
172
Location
Palm Beach Gardens, FL
About Nexwealth
NexWealth presents a family office experience for a select number of families. It offers wealth management services spanning investment allocation and strategies, consolidated reporting, charitable planning, wealth estate and tax planning, trust and corporate services, and family governance.
Summary based on the firm’s website.
Nexwealth LLC assets under management
Nexwealth LLC is an SEC-registered investment adviser based in Palm Beach Gardens, FL. The firm has been registered since 2021. It reports $172.2 million in regulatory assets under management and employs 6 people.
Nexwealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Maria Christopher Control | Chief Compliance Officer | Under 5% | 2026 |
| Matthew Edward West Control | Managing Member / Chief Executive Officer / President | Over 75% | 2020 |
Frequently asked questions
How much does Nexwealth LLC manage?
Nexwealth LLC reports $172.2 million in regulatory assets under management on its Form ADV.
How many employees does Nexwealth LLC have?
Nexwealth LLC reports 6 employees.
Where is Nexwealth LLC located?
Nexwealth LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2021.
Does Nexwealth LLC disclose fund performance?
Nexwealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410 |
| Phone | 561-971-3939 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.2M▲ 30%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$172.2Mregulatory AUM
Discretionary $172.2M