NIM Wealth Solutions

Overview

NIM Wealth Solutions is an independent, privately owned registered investment adviser organized as a corporation and SEC-registered in 2026. The firm acts as a capital allocator for individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and other institutions. It also provides manager selection services, indicating a willingness to outsource or recommend third‑party managers where appropriate. Fee arrangements include a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not self-identify as an active ESG investor. Industry relationships noted in filings include ties to an accounting firm and an insurance company, which can shape its financial planning and insurance/annuity recommendations.

Assets & Accounts

Investments & Alternatives

Location & Offices