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, owner-operated registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients and acts as a capital allocator, using both direct portfolio management and the selection of outside advisers. Core advisory services are financial planning, portfolio management for individuals and small businesses, and manager selection. Its fee arrangements include AUM-based fees, fixed fees and performance-based fees. The firm is not an active ESG investor and is not designated as a multi-state adviser.
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
Jared Cline
Director of InvestmentsCRD 7669769
Madison Nadler
Investment ManagerCRD 7271333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$129M in ETFs
83%
$108M
17%
$21.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $49.3M | 65,842 | 38.18% |
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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