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 organized as an LLC and registered with the SEC in 2016. The firm serves both individual/family clients and institutional accounts, operating as a capital allocator that selects outside managers in addition to providing in‑house portfolio management and financial planning. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. The firm charges fees based on a percentage of assets under management and does not position itself as an active ESG investor. It also lists an industry affiliation with a banking or thrift institution.
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 3
Joshua Hufford
VP, Chief Compliance OfficerCRD 5065946
Adam Longlais
Chief Investment OfficerCRD 4205182
H. Moore
Chief Financial OfficerCRD 7721368
Contacts
3 of 49
Eric 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 275Active vs passive
$2.7B in ETFs
56%
$1.5B
10%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $442M | 5,001,980 | 16.31% |
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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