Maxus Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maxus Wealth Management provides discretionary asset management and investment advisement primarily to individual and high-net-worth clients, offering portfolio management across taxable and retirement accounts and consultative financial planning. The firm also provides retirement-plan rollover advice and acknowledges its fiduciary obligations when making rollover recommendations.
The firm’s investment approach combines fundamental, technical and charting analysis with value-oriented long-term investing, tactical and strategic asset allocation, and selective option writing and trading to tailor portfolios to client objectives and constraints. Accounts are typically managed on a discretionary basis and the firm commonly recommends Altruist Financial as custodian, while offering advisement-only reviews for accounts that cannot be transferred.
Distinctive aspects include the firm’s recent registration (initial application filed in December 2024) and modest scale—managing roughly $5.9 million in discretionary assets as reported—alongside principals who maintain multiple outside business activities, including a local real estate development affiliate (NineOaks Development LLC) and other operating businesses; the brochure discloses referral practices, conflict-of-interest disclosures for development referrals, and a recusal policy when development hiring could involve advisory clients. The firm also notes it does not vote client proxies, makes performance reporting available via the Altruist client portal, and discloses economic benefits received through participation in the Altruist program.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $1,999,999: 0.90% annually $2,000,001+: 0.80% annually
Fee-only: Fees are negotiable and based on AUM; no other fee-only amounts specified.
Main office
615 Seward Street, Seward
Seward NE 68434
Advisors at this office
1
Most active in
Nebraska
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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