Matthew West has been Managing Member / Chief Executive Officer / President of NexWealth since October 2020, is a control person of the firm and directly owns 75% or more of it.
Nexwealth LLC is a Palm Beach Gardens, FL firm with $172M under management, 172 clients and 5 advisers across 2 offices, as of its June 2026 filing.
Matthew West’s longest registration was 22 years at West Capital Management, Inc. (1994–2017). Before joining NexWealth in 2024, Matthew West was registered through West Capital Management and West Capital Management, Inc.
- West Capital Management– · 3 yearsPhiladelphia, PA · Adviser representative · Firm CRD 285359
- West Capital Management, Inc.– · 22 yearsPhiladelphia, PA · Adviser representative · Firm CRD 110572
Investment adviser representative registrations
Matthew West is registered as an investment adviser representative in Pennsylvania, since December 2024.
- PennsylvaniaSince 19 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 7 August 1996 |
| Series 2 | Non-Member General Securities Examination | 28 March 1994 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 September 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 June 1992 |
- Name
- General Securities Representative Examination
- Name
- Non-Member General Securities Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Matthew Edward West
- CRD
- 2057782
- Firm
- NexWealth · CRD 311424
- Role
- Managing Member / Chief Executive Officer / President
- Office
- 1500 JFK Boulevard, Suite 1015, Philadelphia, PA 19012
- Registration
- Investment adviser registration
- In the industry since
- October 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew West work?
Matthew West has been Managing Member / Chief Executive Officer / President of Nexwealth LLC since October 2020, and is a control person of the firm.
Is Matthew West a financial advisor?
Yes. Matthew West has a current investment-adviser registration in Pennsylvania, through NexWealth since December 2024.
How many years of experience does Matthew West have?
Matthew West has 28 years in the financial industry, since October 1998, across 3 adviser firms.
What exams has Matthew West passed?
Matthew West has passed 5 licensing exams: the Series 63, Series 6, Series 65, Series 2 and Series 7. The earliest, the Series 63, was passed in June 1992.
Where did Matthew West work before NexWealth?
Before NexWealth, Matthew West was registered through West Capital Management, October 2016 to December 2019; West Capital Management, Inc., November 1994 to March 2017.
Where is Matthew West based?
Matthew West’s registered office is in Philadelphia, PA.
Is Matthew West registered with FINRA?
No. Matthew West has no current broker registration.
How can I verify Matthew West’s record?
Search CRD 2057782 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew West’s full registration record.