Nexus Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,966,353
Total clients
43
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
43
Average account size
$185,264
About
The firm provides financial planning and discretionary investment management primarily to individual and high‑net‑worth clients, delivering fixed‑fee financial plans, ongoing portfolio management, and public educational seminars and workshops at no charge. It also facilitates the use of third‑party managers and platform services (for example, Orion Portfolio Solutions) when appropriate and does not act as custodian of client assets.
Investment strategies are tailored to each client’s goals, time horizon, and risk tolerance and draw on fundamental, technical, and cyclical analysis; tactical approaches can include long‑ and short‑term positions, trading, and options writing. The firm documents client objectives in an Investment Policy Statement, generally exercises discretionary trading authority, and monitors any third‑party managers it recommends.
Notable features that distinguish the firm from many peers are its role as a wrap fee program sponsor, an affiliation with an insurance agency through which affiliated persons may offer insurance products, and the operation of free educational seminars — each of which is relatively uncommon among similar independent advisers. The brochure also discloses a recent regulatory lapse—missing a required annual updating amendment that resulted in a lapse in registration from January through July 2025—which the firm states has been corrected and for which it reports taking remedial action.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Options & derivatives strategies
Fee options
Financial planning fixed fees ranging from $1,000 to $10,000
$0 - $500,000: Base fee (based on risk tolerance): Conservative - 1.00% / Moderate - 1.50% / Aggressive - 2.00% $500,001 - $1,000,000: Base fee less 0.15% reduction $1,000,001+: Base fee less 0.25% reduction
Account minimum: $5,000 Fee-only: Financial planning fixed fees ranging from $1,000 to $10,000, based on complexity and scope
Main office location
Nexus Wealth Management, LLC
1545 Crossways Blvd., Suite 250
Chesapeake VA 23320, United States
Number of offices
1
Most active in
Nexus Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")