Adrian Guzman Pena
Nexus Strategic Wealth · Tualatin, Oregon
Adrian Guzman Pena is a fee-only financial advisor at Nexus Strategic Wealth in Tualatin, Oregon. Adrian focuses on retirement planning and divorce financial planning. Nexus Strategic Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Adrian →
Specialties
Facts
| Firm | Nexus Strategic Wealth |
|---|---|
| Based in | Tualatin, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $56.2M across 184 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 6480498 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.nexuspnw.com |
How Adrian's firm compares
- Nexus Strategic Wealth's average account is about $305,000, from its Form ADV (assets managed divided by 184 accounts).
Request an introduction to Adrian
Tell Adrian a little about what you're looking for. Adrian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adrian
Is Adrian Guzman Pena a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adrian holds no broker registration, and Nexus Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adrian charge for financial advice?
Adrian's firm, Nexus Strategic Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Adrian Guzman Pena based?
Adrian Guzman Pena is based in Tualatin, Oregon.
What does Adrian specialize in?
Adrian's specialties include retirement planning and divorce financial planning.
Is Adrian Guzman Pena registered with the SEC?
Yes. Adrian Guzman Pena is registered as an investment adviser representative in OR, TX and WA (CRD 6480498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nexus Strategic Wealth manage?
Nexus Strategic Wealth reports $56.2M across 184 accounts in assets under management.
How do I contact Adrian Guzman Pena?
Through Adrian's website, www.nexuspnw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Nexus Strategic Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.