NEXXUS HOLDINGS ADVISORS LLC
SANTA BARBARA, CA · CRD 166884 · IAPD ↗ · 805-880-4105
$246.2MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
38
April 2025 — NEXXUS HOLDINGS ADVISORS LLC added office(s): 0 -> 1 additional locations.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2025 — NEXXUS HOLDINGS ADVISORS LLC reported RAUM up 74% ($151.2M -> $263.1M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.