Investment adviser · CRD 168775

NEXUS WEALTH ADVISORS, LLC

Investment adviser filing (IA)

SANTA CRUZ, CA, United States · Form ADV filed Nov 25, 2013

Regulatory AUM
$3.68M
Form ADV · Item 5.F
Client accounts
47
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: Nov 25, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

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

CRD 168775

Filing source

Form ADV 768720 · Nov 25, 2013 · 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.