FNEX Wealth, LLC

FNEX Wealth, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and wealth‑transition services to a select group of high‑net‑worth individuals, families, family offices, business owners and institutions. As with many supported firms, its advice is delivered through separately managed accounts under an asset‑based fee arrangement.

The firm follows a fundamental, value‑oriented equity strategy that seeks companies with durable competitive advantages trading below assessed intrinsic value, using financial analysis to compare anticipated free cash flows to market prices; it may hold a concentrated set of positions, use options, and accept sector concentration. Accounts are managed under client‑specific guidelines on a discretionary basis and are monitored regularly by the firm’s principals.

A distinctive feature is an ownership affiliation with an SEC‑ and FINRA‑registered broker‑dealer—an uncommon arrangement for peers—which the brochure states exists but with no current intercompany transactions. FNEX is a small, recently formed adviser with roughly $122 million in AUM across about 54 clients and limits its client base to high‑net‑worth relationships; the firm also discloses principal outside business interests (including a general‑partner role in a real‑estate fund and other non‑investment businesses) that are identified as potential conflicts and addressed in its policies.