Investment adviser · CRD 327001
NICHOLSON WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CHARLESTON, SC, United States · Form ADV filed Jun 2, 2026
- Regulatory AUM
- $322M Form ADV · Item 5.F
- Client accounts
- 543 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 82 | $253,413,511 | 78.7% |
| Individuals | 123 | $43,609,482 | 13.5% |
| Corporations & businesses | Fewer than 5 | $12,767,624 | 4.0% |
| Retirement plans | Fewer than 5 | $11,884,229 | 3.7% |
| Charities | Fewer than 5 | $316,618 | 0.1% |
Filing source
Form ADV 2110663 · Jun 2, 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: Jun 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
8 N. ADGERS WHARFCHARLESTON, SC, 29401, United States
CRD 327001
Filing source
Form ADV 2110663 · Jun 2, 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.