# Nix Wealth Management

Nix Wealth Management is a Multi Family Office based in Sacramento.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sacramento
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** nixwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/joseph-nix-iv-cfp%c2%ae-27b504100

## Regulatory record

- **CRD number:** 114091
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114091

## About

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.

## People

- Joseph B. Nix III — Principal, Founder
- Joseph B. Nix IV — CFP®, Investment Advisor Representative
- Jesse C. Nix — CFP®, Investment Advisor Representative

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- [Wright Financial, LLC](https://altss.com/profile/wright-financial-llc)
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Last updated: 2026-08-11T15:07:34.613Z

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