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NIM WEALTH SOLUTIONS
NIM WEALTH SOLUTIONS INC.
CRD 334754 · SEC 801-135633
1731 TECHNOLOGY DR., STE 570, SAN JOSE, CA, 95110, United States
Phone
888 322 2009
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.8M
Discretionary AUM
$116.8M
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $45.0M |
| High net worth individuals | 74 | $71.8M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD