# Matthew West

> Matthew West is a fee-only financial advisor at Nexwealth in Philadelphia, Pennsylvania. Nexwealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-west/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Nexwealth
- **Based in:** Philadelphia, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $172.2M across 172 accounts
- **CRD:** 2057782 (https://adviserinfo.sec.gov/individual/summary/2057782)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1992), Series 65 (1994)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://nexwealthllc.com/

## Frequently asked questions

### Is Matthew West a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Nexwealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew's firm, Nexwealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Matthew West based?

Matthew West is based in Philadelphia, Pennsylvania.

### Is Matthew West registered with the SEC?

Yes. Matthew West is registered as an investment adviser representative in PA (CRD 2057782), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nexwealth manage?

Nexwealth reports $172.2M across 172 accounts in assets under management.

### How do I contact Matthew West?

Through Matthew's website, nexwealthllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2057782): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.