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Chief Compliance Officer · Nexwealth LLC

Maria Christopher

CRD 8138468 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Nexwealth LLC, an SEC-registered wealth manager based in Palm Beach Gardens, FL with $172 million in regulatory assets, lists Maria Christopher on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Maria at 1 other registered adviser.

Firms and roles

  • Nexwealth LLCChief Compliance OfficerWealth manager · Palm Beach Gardens, FL · $172M in regulatory assets
  • Heritage Strategic Wealth, LLCChief Compliance OfficerWealth manager · Cary, IL · $46M in regulatory assets

AtlasMembers

Maria’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Maria’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.