LP Profile

Nicholson Wealth Management Group

Also known as nicholson wealth

Wealth ManagerCharleston, United StatesFounded 2017
Charleston
Headquarters
Investment Focus

About Nicholson Wealth Management Group

Nicholson Wealth Management Group in Charleston, SC offers experienced financial advising with a focus on Christian Trust Services, concierge service, and fiduciary care. Specializing in above-market returns, lower risk, and fee-only financial planning.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$322.0M
Total Clients
543
Filing Date
February 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Nicholson Wealth Management Group?

Nicholson Wealth Management Group is a wealth manager based in Charleston, United States.

Where is Nicholson Wealth Management Group headquartered?

Nicholson Wealth Management Group is headquartered in Charleston, United States.

When was Nicholson Wealth Management Group founded?

Nicholson Wealth Management Group was founded in 2017.

How can I contact Nicholson Wealth Management Group?

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