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NEXA EQUITY LLC

SAN FRANCISCO, CA · CRD 317201 · IAPD ↗ · 415-295-4636

$1.10BRegulatory AUM
10Advisory reps
14Employees
0Clients
n/aPlanning clients
10Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — NEXA EQUITY LLC crossed $1B in regulatory AUM ($773.2M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2025 — NEXA EQUITY LLC reported RAUM up 29% ($575.0M -> $740.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — NEXA EQUITY LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.