LP Profile

Nicolet Wealth Management

Also known as nicolet wealth

Wealth ManagerGreen Bay, United StatesFounded 2016
$1.5B
Assets Under Management
Green Bay
Headquarters
Investment Focus

About Nicolet Wealth Management

Nicolet National Bank Wealth Management has helped many people on the way to meet their financial goals. We will do the same for you.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$4.3B
Total Clients
9,812
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Nicolet Wealth Management?

Nicolet Wealth Management is a wealth manager based in Green Bay, United States, managing approximately $1.5B in assets.

Where is Nicolet Wealth Management headquartered?

Nicolet Wealth Management is headquartered in Green Bay, United States.

How much does Nicolet Wealth Management manage?

Nicolet Wealth Management manages approximately $1.5B in assets under management.

When was Nicolet Wealth Management founded?

Nicolet Wealth Management was founded in 2016.

How can I contact Nicolet Wealth Management?

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