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NICHOLSON WEALTH MANAGEMENT GROUP
NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001 · SEC 801-128554
8 N. ADGERS WHARF, CHARLESTON, SC, 29401, United States
Phone
843-790-2625
Fax
843-974-4999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$322.0M
Discretionary AUM
$322.0M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $43.6M |
| High net worth individuals | 82 | $253.4M |
States served
NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD