Lexus Wealth Management

Lexus Wealth Management (CRD# 325200) is a financial advisory firm headquartered in , . They manage $24,416,545 in 354 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.lexuswealth.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $68,973
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, IL, NE, TX

Financial Advisors at Lexus Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Barrett Carter, financial advisor Omaha NE
Barrett Carter
CRD#: 4206630
Omaha, NE

Barrett Carter (CRD# 4206630) is an Investment Advisor Representative working at Lexus Wealth Management in Omaha, NE and has over 23 years of experience in the finance industry.

2
Charles Clemons, financial advisor Mattson IL
Charles Clemons
CRD#: 2950561
Mattson, IL

Charles Clemons (CRD# 2950561) is an Investment Advisor Representative working at Lexus Wealth Management in Mattson, IL and has over 26 years of experience in the finance industry.

3
Earl Johnson, financial advisor Omaha NE
Earl J. Johnson
CRD#: 4274899
Omaha, NE

Earl Johnson (CRD# 4274899) is an Investment Advisor Representative working at Lexus Wealth Management in Omaha, NE and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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