Nolet Wealth Management, LLC
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 329186
- Registered since
- January 5, 2024
- Website
- noletwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Nolet Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves high-net-worth individuals and families and describes itself as a capital allocator, providing financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. Nolet does not position itself as an active ESG investor and appears to operate from a single-state adviser model.
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 Equities33%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1
David Nolet
Founder & CEOCRD 4861861
Contacts
2 of 2
Madison Nadler
Investment ManagerCRD 7271333
Jared Cline
Director of InvestmentsCRD 7669769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$125M in ETFs
86%
$107M
14%
$17.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $50.3M | 65,739 | 40.28% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 306 W 7th St
- Time zone
- CT (UTC-6)
- Office locations
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