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NuView Trust Company is a regulated, non-depository financial institution specializing in custodial services for self-directed retirement accounts. They empower individuals to invest their IRA, 401(k), or other retirement funds into a broad range of alternative assets not typically available through traditional brokerage firms. These alternatives include real estate, private placements, notes, precious metals, cryptocurrency, and more. NuView focuses on providing education, administrative support, and record-keeping to ensure clients can navigate the complexities of alternative investing within IRS guidelines. Their services are geared towards investors seeking greater control and diversification in their retirement portfolios.
Serves as the primary operational hub for client services, account administration, compliance, marketing, and executive management. All core business functions are managed from this location.
Located in a professional office park, offering modern facilities equipped to handle secure financial transactions and client data management. Likely includes dedicated client support areas and technologically advanced infrastructure.
Emphasizes expertise in self-directed retirement accounts and alternative investments. The culture likely promotes client education, meticulous attention to detail for compliance, and a collaborative environment focused on helping clients achieve their unique investment goals.
The headquarters is central to NuView Trust's operations, facilitating direct client interaction (though much is remote/digital), processing all investment transactions, and ensuring adherence to stringent financial regulations governing custodial services.
NuView Trust Company primarily serves clients within the United States. Their custodial services for self-directed retirement accounts are governed by U.S. IRS regulations. While U.S. citizens living abroad (expatriates) can utilize their services for U.S.-based retirement accounts, NuView's operational focus, regulatory framework, and marketing efforts are concentrated on the domestic U.S. market. They support investments in U.S. and some international alternative assets, but the account itself is U.S. domiciled.
250 N Westmonte Dr, Suite 260
Altamonte Springs
FL
USA
Address: N/A - Operations are centralized at the Altamonte Springs, FL headquarters.
To serve clients across the United States through digital communication, phone support, and mail from their central headquarters. Their model focuses on centralized expertise rather than distributed physical locations.
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As of April 2025, NuView Trust Company' leadership includes:
NuView Trust Company has been backed by several prominent investors over the years, including:
Based on publicly available information and news searches, there have been no major, widely reported executive hires or exits at NuView Trust Company in the last 12 months. The leadership team appears to be stable.
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NuView Trust Company commonly uses the email format of the first initial followed by the last name. For example, John Doe would likely be jdoe@nuviewtrust.com.
flast@nuviewtrust.com
Format
gmather@nuviewtrust.com
Example
90%
Success rate
NuView Trust Blog • May 20, 2024
NuView Trust Company published an informative article on their blog explaining Unrelated Business Income Tax (UBIT) and how it can impact certain investments within a self-directed IRA, providing clarity for investors navigating complex tax rules associated with alternative investments....more
NuView Trust Blog • April 15, 2024
NuView Trust detailed the process and benefits of investing in real estate using a self-directed IRA, covering topics such as property types, financing options, and compliance considerations for investors....more
NuView Trust YouTube Channel • February 5, 2024
NuView Trust hosted a webinar (later posted to YouTube) covering the fundamentals of self-directed IRAs, the types of alternative assets that can be held, and common questions from new investors looking to diversify their retirement portfolios....more
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