Mexus Wealth Management

Mexus Advisory L.L.C., doing business as Mexus Wealth Management, provides ongoing portfolio management and investment advisory services, preparing Investment Policy Statements and managing portfolios that include mutual funds, equities, ETFs, fixed income, annuities, and Treasury Inflation‑Protected Securities. The firm generally targets high‑net‑worth individuals and delivers both discretionary and non‑discretionary account management.

The firm’s investment process combines cyclical and fundamental analysis with modern portfolio theory and employs both long‑term and short‑term trading to implement client objectives. It seeks discretionary authority to execute trades, documents client risk profiles and restrictions in an Investment Policy Statement, and conducts at least monthly account reviews with monthly and quarterly reporting delivered through the custodian.

Mexus is notable for its cross‑industry affiliations: principals maintain active law practice interests and the firm is affiliated with an immigration law group, and a supervised person is a licensed insurance agent who may receive commissions for insurance product sales; these relationships are disclosed and managed as potential conflicts of interest. The firm also operates with a very small advisory team and reported no assets under management as of December 2025, a profile that may affect trade aggregation, operational scale, and client servicing relative to many peers.