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David Alexis Nicholas

NICHOLAS WEALTH MANAGEMENT·MARIETTA, Georgia
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218 ROSWELL ST NE, MARIETTA, GA 30060CRD# 5211508Firm CRD# 282635
01

About

David Alexis Nicholas is a registered financial advisor based in MARIETTA, Georgia, affiliated with NICHOLAS WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NICHOLAS WEALTH, LLC
NICHOLAS WEALTH MANAGEMENT
AUM
$203M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at NICHOLAS WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM
Regulatory
SEC/IARD CRD# 5211508
Firm CRD# 282635
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Alexis Nicholas offer?
David Alexis Nicholas specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are David Alexis Nicholas's credentials?
David Alexis Nicholas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alexis Nicholas located?
David Alexis Nicholas is based in MARIETTA, Georgia, working with NICHOLAS WEALTH MANAGEMENT. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does David Alexis Nicholas charge for services?
David Alexis Nicholas's firm is compensated through percentage of aum, hourly charges, subscription fees, other: educational seminar fees charged per seminar. selection of tpmm. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NICHOLAS WEALTH MANAGEMENT?
NICHOLAS WEALTH MANAGEMENT has approximately 14 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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