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NICHOLSON WEALTH MANAGEMENT GROUP, LLC

8 N. Adgers Wharf
Charleston, South Carolina 29401
Tel: 843-790-2625

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About NICHOLSON WEALTH MANAGEMENT GROUP, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#327001
SEC#801-128554
Assets Managed by Firm$226,295,828
No. of Clients434
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total434$226,295,828
Individuals (other than high net worth individuals)137$51,217,901
High net worth individuals56$175,077,927

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