Nicholson Wealth Management Group
Nicholson Wealth Management Group is an SEC-registered wealth manager in Charleston, SC with $322.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Nicholson Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327001, SEC 801-128554, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $322.0M (2026-06-02)
- Firm type
- Wealth Manager
- Location
- Charleston, SC
- Employees
- 4
- Clients
- 205
- CRD
- 327001
- Ownership
- Elfenbein, Lonny, Scott; NICHOLSON, JOSEPH, LAURENS; WOODARD, KEVIN, SEAN
How much AUM does Nicholson Wealth Management Group have?
Nicholson Wealth Management Group reported $322.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Nicholson Wealth Management Group?
Disclosed owners and executives of Nicholson Wealth Management Group include Elfenbein, Lonny, Scott, NICHOLSON, JOSEPH, LAURENS, WOODARD, KEVIN, SEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.