SEC Form ADV · CIK 1174850

NICOLET WEALTH MANAGEMENT

Firm profile: Nicolet Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWI
$4.3B
Assets Under Management
9,812
Total Clients
75
Employees
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Registration Details

CIK
1174850
Accession
CRD-283940
Location
GREEN BAY, WI
Filing Date
March 31, 2026
AUM
$4.3B
Total Clients
9,812
Institutional Clients
17
Employees
75
Amendment
No

Client Types

IndividualsHNW IndividualsBanksCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

NICOLET WEALTH MANAGEMENT is a registered investment adviser headquartered in GREEN BAY, WI, managing approximately $4.3B in assets across 9,812 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.