Investment adviser · CRD 307230

NEXUS WEALTH ADVISORS

Investment adviser filing (IA)

NEXUS WEALTH ADVISORS, LLC

SANTA CRUZ, CA, United States · Form ADV filed Jun 18, 2020

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 18, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

365-B LAKE AVENUE
SANTA CRUZ, CA, 95062, United States

CRD 307230

Filing source

Form ADV 1433609 · Jun 18, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.