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 serves individual and family clients. The firm markets itself as a capital allocator and combines financial planning with portfolio management for individuals and small businesses, and it arranges third-party manager relationships when appropriate. Fee arrangements include AUM-based fees, fixed fees and performance-linked fees. The firm does not list itself as an active ESG investor and is not presented as a multi-state adviser or pension consultant in the available data. It began SEC registration in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1DAVID NOLET
Founder & CEOCRD 4861861
Contacts
2 of 2Jared 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 36Active vs passive
$136M in ETFs
79%
$107M
21%
$28.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $43.3M | 66,356 | 31.90% |
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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