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Nix Wealth Management
Nix Wealth Management is a Registered Investment Advisor and fiduciary firm that provides personalized investment advice, unique individual portfolios of...
Nix Wealth Management
Nix Wealth Management is a Registered Investment Advisor and fiduciary firm that provides personalized investment advice, unique individual portfolios of stocks and bonds, and attentive portfolio management. The firm is fee-only, charging a percentage of holdings with no commissions, and offers retirement and tax planning including a proprietary retirement model for asset management clients.
General information
Firm type
Multi Family Office
Year founded
1995
Location
City
Sacramento
Principals
Joseph B. Nix III
Principal, Founder
Joseph B. Nix IV
CFP®, Investment Advisor Representative
Jesse C. Nix
CFP®, Investment Advisor Representative
Frequently asked questions
What is Nix Wealth Management?
Nix Wealth Management is a multi family office headquartered in Sacramento.
When was Nix Wealth Management founded?
Nix Wealth Management was founded in 1995.
Where is Nix Wealth Management headquartered?
Nix Wealth Management is headquartered in Sacramento.
What does Altss track for Nix Wealth Management?
Altss maintains an OSINT-verified profile of Nix Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Nix Wealth Management's website?
Nix Wealth Management's public website is nixwealthmanagement.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Nix Wealth Management?
Nix Wealth Management is classified by Altss as a Multi Family Office.
How does Altss source intelligence on Nix Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Nix Wealth Management's Altss profile last updated?
Nix Wealth Management's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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