Investment adviser · CRD 329186
NOLET WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
FORT WORTH, TX, United States · Form ADV filed Jan 27, 2026
- Regulatory AUM
- $273M Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 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 | Fewer than 5 | $272,586,305 | 100.0% |
Filing source
Form ADV 2044958 · Jan 27, 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: Jan 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
306 W 7TH STREET, STE 640FORT WORTH, TX, 76109, United States
CRD 329186
Filing source
Form ADV 2044958 · Jan 27, 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.