Nexus Wealth Advisors is a fee-only financial planning and investment management firm located in Santa Cruz County. The firm is a registered investment advisor (RIA) in the State of California. The advisors of Nexus have served hundreds of clients over the last 20+ years. Nexus is designed and operated with each choice and every detail intended to create an exquisite experience of care, results and financial peace. Our clients' funds are held at Charles Schwab & Co., Inc.
View Top Employees from NEXUS WEALTH ADVISORS, LLCWebsite | http://nexuswealthadvisors.com |
Revenue | $6 million |
Funding | $38000 |
Employees | View employees |
Address | 365-B Lake Ave, Santa Cruz, California 95062, US |
Phone | (831) 476-5210 |
Fax | (831) 476-5212 |
Industry | Investment Management, Finance, Investment Banking, Brokerage |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular NEXUS WEALTH ADVISORS, LLC employee's phone or email?
The NEXUS WEALTH ADVISORS, LLC annual revenue was $6 million in 2024.
NEXUS WEALTH ADVISORS, LLC is based in Santa Cruz, California.
The NAICS codes for NEXUS WEALTH ADVISORS, LLC are [52393, 523, 5239, 52].
The SIC codes for NEXUS WEALTH ADVISORS, LLC are [628, 62].