Company

NexWealth

Investment Management Customized to the Families’ Core Values. by Referral Only. 5 employees

Employees: 5
Contacts: 3
Emails: 3
Phones: 2

nexwealthllc.com LinkedIn

NexWealth Overview

Headquarters: Customized to the Families’ Core Values. by Referral Only.
Website: nexwealthllc.com
Industry: Investment Management
Employees: 5
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Sydney

About NexWealth

The NexWealth family office was created to meet the needs of a limited number of families who needed more integration, transparency, and customization that the industry has to offer. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

NexWealth Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

NexWealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Matthew West, Cima	CEO at Long Short Advisors		View
Nathan Gidding	Director of Operations - Financial Accounting - Information Technology	Philadelphia, Pennsylvania, United States	Email Phone
Evan Dwyer, Cfa	Analyst - Nexwealth	Philadelphia, Pennsylvania, United States	Email
Kennedy Stapleton	Aspiring Portfolio Analyst, Data-driven Decision Maker, Financial Market Enthusiast	Philadelphia, Pennsylvania, United States	Email Phone