LP Profile

Nicholas Wealth Management

Also known as nicholas wealth

Wealth ManagerMarietta, United StatesFounded 2016
$740M
Assets Under Management
Marietta
Headquarters
Investment Focus

About Nicholas Wealth Management

Prepare for tomorrow, today. Our wealth management specialists offer personalized guidance so that you can feel confident in your retirement strategy.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Nicholas Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$739.8M
Total Clients
2,250
Filing Date
April 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Nicholas Wealth Management?

Nicholas Wealth Management is a wealth manager based in Marietta, United States, managing approximately $740M in assets.

Where is Nicholas Wealth Management headquartered?

Nicholas Wealth Management is headquartered in Marietta, United States.

How much does Nicholas Wealth Management manage?

Nicholas Wealth Management manages approximately $740M in assets under management.

When was Nicholas Wealth Management founded?

Nicholas Wealth Management was founded in 2016.

How can I contact Nicholas Wealth Management?

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