NICHOLSON WEALTH MANAGEMENT GROUP, LLC

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

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 Status	Approved
Firm CRD#	327001
SEC#	801-128554
Assets Managed by Firm	$226,295,828
No. of Clients	434
No. of Advisors	3

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 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

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PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
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