Investment adviser · CRD 282635
NICHOLAS WEALTH MANAGEMENT
Investment adviser filing (IA)
NICHOLAS WEALTH, LLC
MARIETTA, GA, United States · Form ADV filed Apr 24, 2026
- Regulatory AUM
- $740M Form ADV · Item 5.F
- Client accounts
- 2,250 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 3 | $441,647,829 | 59.7% |
| Individuals | 1,013 | $210,321,731 | 28.4% |
| High-net-worth individuals | 44 | $83,999,023 | 11.4% |
| Corporations & businesses | 8 | $3,086,752 | 0.4% |
| Retirement plans | 4 | $771,372 | 0.1% |
Filing source
Form ADV 2098584 · Apr 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
218 ROSWELL ST NE, SUITE 200MARIETTA, GA, 30060, United States
CRD 282635
Filing source
Form ADV 2098584 · Apr 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.