8 N. Adgers Wharf
Charleston, South Carolina 29401
Tel: 843-790-2625
NICHOLSON WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as NICHOLSON WEALTH MANAGEMENT GROUP, LLC. The firm was established in 08/16/2023. They have over 1 offices throughout the country.
NICHOLSON WEALTH MANAGEMENT GROUP, LLC is a Charleston, South Carolina based Financial Planning firm with nearly $226,295,828 assets under management, offering retirement planning & investment advisory services to 434 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 327001 |
SEC# | 801-128554 |
Assets Managed by Firm | $226,295,828 |
No. of Clients | 434 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 434 | $226,295,828 |
Individuals (other than high net worth individuals) | 137 | $51,217,901 |
High net worth individuals | 56 | $175,077,927 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
Explore More Retirement Advisors in Charleston, South Carolina