Nye Wealth Management LLC

The firm provides wealth management and financial planning to individual and high‑net‑worth clients, offering discretionary portfolio management across diversified mutual funds, ETFs, fee‑based variable annuities, and individual stocks and bonds, along with financial planning engagements and occasional educational seminars. Clients are served under discretionary agreements and the firm generally expects a minimum relationship size (typically $250,000, waivable at the firm’s discretion).

Investment decisions are guided by a long‑term, fundamental‑analysis approach, with portfolios constructed for diversification and adjusted for tax, rebalancing, or client liquidity needs; the firm will also trade shorter‑term when necessary to meet objectives or respond to market conditions. To implement strategies at scale, the firm uses a sub‑advisory managed‑account program that provides model portfolios and third‑party model managers, and it may retain particular mutual fund share classes when custodial or tax constraints require.

Distinctive features include an unusually high client load—225 clients managed by a single‑advisor practice—while overseeing approximately $107.7 million in discretionary assets, and an affiliation with an insurance agency: the firm’s principal is a licensed insurance agent who spends roughly 60% of business hours on insurance activities and may receive commissions for insurance product sales. The firm also maintains an institutional custodial relationship that provides platform technology and operational support, so the combination of a high client‑to‑advisor ratio, delegated third‑party manager use, and an active insurance practice differentiates its operating model from many peers.