NICOLET WEALTH MANAGEMENT
Firm details
- Headquarters
- GREEN BAY, Wisconsin
- CRD number
- 283940
- Registered since
- August 5, 2016
- Website
- www.nicoletbank.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI48.08%
- Banking / Thrift Institutions32.08%
- Individuals17.25%
- Corporations / Businesses1.9%
- Charitable Organizations0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Nicolet Wealth Management is an independent registered investment adviser and limited liability company that provides fee-based portfolio management and financial planning to individual, family and institutional clients. The firm acts as a capital allocator, both managing portfolios directly and recommending or selecting third-party managers. Services listed in regulatory filings include financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management and the selection of other advisers. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities19%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3JOSHUA HUFFORD
VP, Chief Compliance OfficerCRD 5065946
ADAM LONGLAIS
Chief Investment OfficerCRD 4205182
H. Moore
Chief Financial OfficerCRD 7721368
Contacts
3 of 48ERIC MARTZAHL
Financial AdvisorCRD 6369821
ERIK ZUREK
VP, Senior Portfolio ManagerCRD 5592252
ROBERT SKINNER
VP, Portfolio ManagerCRD 5360119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 222Active vs passive
$2.3B in ETFs
58%
$1.3B
10%
$960M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $357M | 4,638,019 | 15.71% |
Location
GREEN BAY, WI
BROWN
Location
GREEN BAY, WI
Headquartered in GREEN BAY, WI, anchoring the Green Bay-Shawano, WI metro in the Midwest.
- Metro area
- Green Bay-Shawano, WI
- Region
- Midwest
- County
- BROWN
- Address
- 111 N Washington St
- Time zone
- CT (UTC-6)
- Office locations
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