Nicholas Wealth Management
Nicholas Wealth Management is an SEC-registered mass-market adviser in Marietta, GA with $739.8M assets under management (AUM, regulatory AUM), +79% over one year. See who owns Nicholas Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282635, SEC 801-122063, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $739.8M (2026-04-24)
- Firm type
- Mass-Market Adviser
- Location
- Marietta, GA
- Employees
- 19
- Clients
- 1,069
- CRD
- 282635
- Ownership
- NICHOLAS, DAVID, ALEXIS; Slaughter, Justin, Michael; Tyminski, Nancy, Jean; FLEMING, STACY, GRAVES
How much AUM does Nicholas Wealth Management have?
Nicholas Wealth Management reported $739.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Nicholas Wealth Management?
Disclosed owners and executives of Nicholas Wealth Management include NICHOLAS, DAVID, ALEXIS, Slaughter, Justin, Michael, Tyminski, Nancy, Jean, FLEMING, STACY, GRAVES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.