Mexus Wealth Management

Mexus Advisory L.L.C. (dba Mexus Wealth Management) offers ongoing portfolio management and prepares individualized Investment Policy Statements, generally serving high‑net‑worth individual clients and managing accounts on a discretionary basis. The firm documents clients’ goals, time horizon and risk tolerance and implements asset allocation and security selection across mutual funds, equities, ETFs, fixed income and insurance products including annuities and Treasury inflation‑protected securities.

The firm’s investment approach combines cyclical and fundamental analysis with modern portfolio theory, and it employs both long‑term and short‑term trading strategies while monitoring accounts regularly and billing fees as a percentage of assets on a monthly basis. For retirement accounts the brochure affirms fiduciary obligations and describes policies intended to allocate investment opportunities fairly among clients over time.

Notable features disclosed in the brochure include outside business activities: key personnel are licensed insurance agents and maintain affiliated law practice activities, and the firm explains how those roles may present conflicts of interest and how such conflicts are disclosed to clients. The brochure also states the firm requires use of Schwab Institutional as custodian and may receive related research or services, and it reported $0 in discretionary and non‑discretionary assets under management as of December 2025.