RIA Intel›Advisers›Nebraska›LEXUS WEALTH MANAGEMENT, LLC

LEXUS WEALTH MANAGEMENT, LLC

Advisory

OMAHA, NE

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in NE

#123

of 134 advisers by AUM

Average account

$86K

across 490 accounts

AUM per adviser

$14M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients284

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, IL, NE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

284 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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