Nicholas Wealth Management

RIASEC Registered

Total AUM

$740M

Discretionary

$740M

100% of AUM

Avg account

$329K

Accounts

2,250

Employees

Advisory reps

Firm details

Headquarters: Marietta, Georgia
CRD number: 282635
Registered since: August 13, 2021
Website: nicholaswealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Investment Companies59.7%
Individuals28.43%
HNWI11.35%
Corporations / Businesses0.42%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nicholas Wealth Management is an LLC operating as an institutional registered investment adviser; it registered with the SEC in 2021. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses as well as investment companies, selection of outside advisers, and client education through publications and seminars. The firm uses multiple fee structures—percentage of AUM, hourly charges, fixed fees and other arrangements—allowing flexibility across client types. Nicholas Wealth Management does not identify as an active ESG investor. It lists an insurance company among its industry affiliations.