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Managing Member / Chief Executive Officer / President · Nexwealth LLC

Matthew E. West

CRD 2057782 · 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 Matthew E. West on its Form ADV as Managing Member / Chief Executive Officer / President, a control person. The SEC filings also name Matthew at 1 other registered adviser.

Firms and roles

  • Nexwealth LLCManaging Member / Chief Executive Officer / PresidentWealth manager · Palm Beach Gardens, FL · $172M in regulatory assets
  • Long Short Advisors, LLCManaging Member / Chief Executive OfficerAsset manager · Palm Beach Gardens, FL · $154M in regulatory assets

AtlasMembers

Matthew’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
2 firmsLocked
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 Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.