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NICHOLAS WEALTH MANAGEMENT
NICHOLAS WEALTH, LLC
CRD 282635 · SEC 801-122063
218 ROSWELL ST NE, SUITE 200, MARIETTA, GA, 30060, United States
Phone
404-890-5606
Fax
404-445-8166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$739.8M
Discretionary AUM
$739.8M
Team
19 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Selection of other advisersPublication of periodicalsEducational seminarsRADIO/PODCASTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1013 | $210.3M |
| High net worth individuals | 44 | $84.0M |
| Investment companies | 3 | $441.6M |
| Pension/profit sharing plans | 4 | $771K |
| Corporations/business entities | 8 | $3.1M |
States served
AL, AZ, CA, GA, NC, SC, TX, FL
All web addresses on file
- https://www.facebook.com/NicholasWealth
- https://www.youtube.com/NicholasWealth
- https://twitter.com/NicholasWealth
- https://www.instagram.com/nicholaswealthmanagement/
- https://www.linkedin.com/company/nicholas-wealth-management/
- https://www.nicholasx.com
- http://Retirereadyplan.com
- HTTP://WWW.NICHOLASWEALTH.COM
Official SEC filing: View on IAPD