NICHOLAS WEALTH MANAGEMENT

218 Roswell St Ne
Suite 200
Marietta, Georgia 30060
Tel: 404-890-5606

About NICHOLAS WEALTH MANAGEMENT

NICHOLAS WEALTH MANAGEMENT, formally registered with the SEC as NICHOLAS WEALTH MANAGEMENT. The firm was established in 08/13/2021. They have over 2 offices throughout the country.

NICHOLAS WEALTH MANAGEMENT is a Marietta, Georgia based Financial Planning firm with nearly $203,057,268 assets under management, offering retirement planning & investment advisory services to 1473 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282635
SEC#	801-122063
Assets Managed by Firm	$203,057,268
No. of Clients	1473
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (RADIO/PODCASTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1473	$203,057,268
Individuals (other than high net worth individuals)	495	$86,722,737
High net worth individuals	65	$61,163,831

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