Best Investors
Account
Sign in
Best Investors
Account
Sign in
Lexus Wealth Management CRD 325200
$42.3M regulatory AUM 15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-27 |
| IL | RA | APPROVED | 2023-07-17 |
| NE | RA | APPROVED | 2023-06-14 |
| GA | RA | APPROVED | 2023-04-24 |
Branch Locations
11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Capital Management | Omaha | NE | 01/2012 | 06/2023 |
| Lexus Wealth Management, Llc | Omaha | NE | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-14 |
Reach out to this advisor