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| Keyboard |
| FNEX Wealth LLC
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|---|---|
| CRD # | 334569 |
| SEC # | 801-132205 |
| CIK # | |
| AUM | 122.3 M (2026-04-01) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 317-445-7676 |
| Address | One Indiana Square Indianapolis, IN 46204 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 10.1 |
| (b) Individuals (high net worth individuals) | 26 | 112.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 122.3 |
| By Discretionary | ||
| Discretionary | 55 | 122.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 56 | 122.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.3 | |
| Total | 56 | 122.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Financial Services Group Inc
✚
|
MI | 122.8 M |
|
Contango Wealth Management LLC
✚
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CA | 122.8 M |
|
RALL Capital Management Inc
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FL | 122.7 M |
|
TC Financial Management Co Inc
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|
Elevated Wealth LLC
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|
UAK Diversified LLC
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122.7 M | |
|
Kahn Financial Group Inc
✚
|
FL | 122.6 M |
|
Trillium Investments LLC
✚
|
CA | 122.6 M |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 122.4 M |
|
First Look Capital Management LLC
✚
|
121.9 M |