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NICHOLAS WEALTH, LLC
NICHOLAS WEALTH, LLC
NICHOLAS WEALTH MANAGEMENT
MARIETTA, Georgia
·
2 registered advisors
·
CRD# 282635
SEC# 801-122063
1
404-890-5606
01
Firm Overview
AUM
$203M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM
03
Specialties
Financial Planning
Investment Management
04
Advisors at NICHOLAS WEALTH, LLC
2 registered advisors
David Alexis Nicholas
MARIETTA, Georgia
CRD# 5211508
Justin Michael Slaughter
MARIETTA, Georgia
CRD# 7454313
05
Office Locations
MARIETTA, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. NICHOLAS WEALTH, LLC (CRD# 282635) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.