Dakota
Dakota
Book a Demo
Talk to an Expert

Nexwealth Family Office

EST. AUM
$172,207,939

CONTACTS
1

CLIENT ACCOUNTS
172

Firm Details

Metro area Philadelphia
CRD Number 311424
Website nexwealthllc.com
Client types

Overview

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.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy