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NICHOLAS WEALTH MANAGEMENT
Legal name: NICHOLAS WEALTH, LLC
CRD 282635File 801-122063
APPROVED
Retail clients
Filing as of Apr 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$739.8M
Above cohort median (national)
Discretionary AUM
$739.8M
Clients
1,072
2,250 accounts
Employees
19
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 13, 2021
- Principal office
- 218 ROSWELL ST NE, SUITE 200, MARIETTA, GA, 30060
- Phone
- 404-890-5606
- Website
- https://www.nicholasx.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $739.8M
- Discretionary AUM
- $739.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,250
- Non-discretionary accounts
- 0
- Total accounts
- 2,250
- AUM per client
- $690K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $3.1M |
| Investment companies | 3 | $441.6M |
| High net worth individuals | 44 | $84.0M |
| Pension and profit sharing plans | 4 | $771K |
| Individuals (other than high net worth individuals) | 1,013 | $210.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2026 | Clients | 619 | 1,072 | increased by453 |
| Apr 1, 2026 | AUM | $413,710,307 | $739,826,707 | increased by$326,116,400 |
| Apr 1, 2026 | Accounts | 619 | 2,250 | increased by1,631 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 18 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 399 | 619 | increased by220 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $130,456,558 | $413,710,307 | increased by$283,253,749 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,041 | 619 | decreased by422 |
| Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 350 | 399 | increased by49 |
| Apr 1, 2022 | AUM | $111,070,000 | $130,456,558 | increased by$19,386,558 |
| Apr 1, 2022 | Accounts | 943 | 1,041 | increased by98 |
| Dec 1, 2021 | Employees | 4 | 5 | increased by1 |
| Sep 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NICHOLAS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NICHOLAS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.