Nicholas Wealth Management
Marietta, GA·SEC-registered · CRD #282635
Nicholas Wealth Management is an SEC-registered investment advisory firm in Marietta, GA managing $740M across 2.3k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$740M
Client accounts
2.3k
Advisory staff
9
Fee model
Fee-based
How Nicholas Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Nicholas Wealth Management
How much does Nicholas Wealth Management manage?
Per its most recent SEC Form ADV filing (04/24/2026), Nicholas Wealth Management reports $740M in regulatory assets under management across roughly 2.3k client accounts.
How does Nicholas Wealth Management charge?
Nicholas Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Nicholas Wealth Management a fiduciary?
Yes. Nicholas Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #282635), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Nicholas Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Nicholas Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Nicholas Wealth Management's public SEC Form ADV filing (CRD #282635, filed 04/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Nicholas Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Nicholas Wealth Management? Claim this profile.