Matthew West
Nexwealth · Philadelphia, Pennsylvania
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.
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Facts
| Firm | Nexwealth |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $172.2M across 172 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2057782 |
| Exams passed | Series 63 (1992) · Series 65 (1994) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | nexwealthllc.com |
| Profile |
How Matthew's firm compares
- Nexwealth's average account is about $1.0 million, from its Form ADV (assets managed divided by 172 accounts).
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Questions about Matthew
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.
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
- 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.
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