Maxus Wealth Management LLC

Maxus Wealth Management provides discretionary asset management and investment advisement primarily to individual and high-net-worth clients, offering portfolio management across taxable and retirement accounts and consultative financial planning. The firm also provides retirement-plan rollover advice and acknowledges its fiduciary obligations when making rollover recommendations.

The firm’s investment approach combines fundamental, technical and charting analysis with value-oriented long-term investing, tactical and strategic asset allocation, and selective option writing and trading to tailor portfolios to client objectives and constraints. Accounts are typically managed on a discretionary basis and the firm commonly recommends Altruist Financial as custodian, while offering advisement-only reviews for accounts that cannot be transferred.

Distinctive aspects include the firm’s recent registration (initial application filed in December 2024) and modest scale—managing roughly $5.9 million in discretionary assets as reported—alongside principals who maintain multiple outside business activities, including a local real estate development affiliate (NineOaks Development LLC) and other operating businesses; the brochure discloses referral practices, conflict-of-interest disclosures for development referrals, and a recusal policy when development hiring could involve advisory clients. The firm also notes it does not vote client proxies, makes performance reporting available via the Altruist client portal, and discloses economic benefits received through participation in the Altruist program.