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NICOLET WEALTH MANAGEMENT
NICOLET ADVISORY SERVICES, LLC
CRD 283940 · SEC 801-108012
111 N. WASHINGTON STREET, GREEN BAY, WI, 54301, United States
Phone
920-430-1400
Fax
920-617-5593
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.29B
Discretionary AUM
$4.29B
Team
75 total employees; 45 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3179 | $740.8M |
| High net worth individuals | 612 | $2.06B |
| Charitable organizations | 17 | $16.8M |
| Corporations/business entities | 41 | $81.6M |
States served
AZ, CA, IL, IN, IA, MI, MN, MT, NC, OH, SC, TN, UT, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD