SourcingSourcing

NEXWEALTH LLC

C45
CRD 311424·SEC 801-120110·PALM BEACH GARDENS, FL
AUM
$172.2M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$517K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEXWEALTH LLC
CRD
311424
SEC file #
801-120110
EIN
—
DBA names
—

Economics

AUM
$172.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$107.1M → $172.2M▲ +61%
Client mix
Individuals Other127
Corporations25
Individuals High Net Worth20

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'21'26
2 advisors → 5 advisors▲ +150%
Primary office
PALM BEACH GARDENS FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
nexwealthllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEST, MATTHEW, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WEST, MATTHEW, EDWARD
CHRISTOPHER, KELLY, MELISSA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEXWEALTHLLC.COM
Rdap Domain Creation Date
2020-10-06T17:12:59Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-06T17:12:59Z
Rdap Domain Last Changed
2025-10-07T14:24:54Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2057782
Trust Company Affiliate
No

People (3)

3
WEST, MATTHEW, EDWARD
IAR · Direct Owner · 87.5%
2057782
CHRISTOPHER, KELLY, MELISSA
Executive Officer · 2.5%
6000499
Evan Thomas Dwyer
IAR
7781626