LP Profile

Nicholas Wealth Management

Also known as nicholas wealth

Wealth ManagerMarietta, United StatesFounded 2016
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

Public filings matched to Nicholas Wealth Management across SEC, IRS, DOL and international registers — newest first.

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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.

Where is Nicholas Wealth Management headquartered?

Nicholas Wealth Management is headquartered in Marietta, United States.

When was Nicholas Wealth Management founded?

Nicholas Wealth Management was founded in 2016.

How can I contact Nicholas Wealth Management?

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