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WEALTH ASSET MANAGERS

NELSON SECURITIES,INC.

CRD 14377 · SEC 801-41346

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9718 N MORTON CT, SPOKANE, WA, 99218, United States

Phone

509-838-1313

Fax

509-458-5578

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$272.0M

Discretionary AUM

$247.7M

Team

15 total employees; 9 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-07-21

Disciplinary history

No

Services

Portfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals2016$266.8M
Corporations/business entities7$3.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD