Nix Wealth Management

Nix Wealth Management (CRD# 114091) is a financial advisory firm headquartered in Sacramento, CA. They manage $16,000,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $615,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Nix Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Joseph B. Nix
CRD#: 1064977
1601 Response Rd, Suite 360, Sacramento, CA 95815
86
Wealthminder
score

Joseph Nix (CRD# 1064977) is an Investment Advisor Representative working at Nix Wealth Management in Sacramento, CA and has over 28 years of experience in the finance industry. Joseph Nix has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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