Nicholas Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marietta, GA. Its latest Form ADV filing, dated April 24, 2026, reports $740M in regulatory assets under management, 19 employees, 1 office, and 2,250 accounts.
Assets Under Management
$740M
Employees
19
Offices
1 office
Total Clients
1,072
Primary office
MARIETTA, GA
218 ROSWELL ST NE, SUITE 200, MARIETTA, GA, United States
Top client segmentIndividuals represent 94.5% of total clients.
Top client categories% of clientsClients
1
Individuals
94.5%
1,013
2
HNWI
4.1%
44
3
Corporations
0.7%
8
4
Pension Plans
0.4%
4
5
Investment Cos.
0.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$740Mas of April 24, 2026
Discretionary100.0%
$740M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$740M
Total Accounts2,250
10Y AUM Change+$629M (+566.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee56:1
10Y Employee Change+15 (+375.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.