This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=8.0

Regulatory AUM

$3.0MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$3.0M

Private client RAUM

$3.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

8

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

76

Individual clients

76

SEC number

801-128784

CRD

328201

Filings on the tape

5

First filed

Aug 24, 2023

Latest filed

Mar 10, 2026

Organised

Limited Liability Company, DE

Website

join.nextbyinvex.us

• Occurred

  Aug 24, 2023
  First Form ADV filing

  Invex Next, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:75ef10ab-d77e-2648-9197-a2fa5ded80b6

First observed

Aug 24, 2023

Last observed

Mar 10, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.