NICHOLAS WEALTH MANAGEMENT

RIASEC RegisteredEst. 2021

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 independent, SEC-registered registered investment adviser operating as a limited liability company since 2021. The firm is owned by an individual and describes itself as a capital allocator serving both individual & family clients and institutional clients. Its fee schedule is flexible: percentage of AUM, hourly rates, fixed fees and other arrangements are all in use. Advisory services emphasize financial planning and portfolio management across several client types, including individuals, small businesses and investment companies. The firm also performs manager selection for third‑party advisers and engages in client education through publications and seminars. Nicholas Wealth Management does not identify as an active ESG investor and is not registered as a multi‑state or pension consultant adviser.