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NOLET WEALTH MANAGEMENT, LLC
CRD 329186 · SEC 801-129319
306 W 7TH STREET, STE 640, FORT WORTH, TX, 76109, United States
Phone
817-350-4342
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.6M
Discretionary AUM
$272.6M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $272.6M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD