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NOLET WEALTH MANAGEMENT, LLC
CRD 329186File 801-129319
APPROVED
Retail clients
Filing as of Jan 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$272.6M
Below cohort median (national)
Discretionary AUM
$272.6M
Clients
3
40 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 5, 2024
- Principal office
- 306 W 7TH STREET, STE 640, FORT WORTH, TX, 76109
- Phone
- 817-350-4342
- Website
- https://noletwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $272.6M
- Discretionary AUM
- $272.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 40
- Non-discretionary accounts
- 0
- Total accounts
- 40
- AUM per client
- $90.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $272.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.