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NOLET WEALTH MANAGEMENT, LLC
CRD 329186File 801-129319
APPROVED
Retail clients
Filing as of Jan 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 3 | 4 | increased by1 |
| Feb 1, 2026 | Clients | 1 | 3 | increased by2 |
| Feb 1, 2026 | AUM | $131,699,869 | $272,586,305 | increased by$140,886,436 |
| Feb 1, 2026 | Accounts | 17 | 40 | increased by23 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NOLET WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NOLET 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.