Nicolet Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Green Bay, WI. Its latest Form ADV filing, dated March 31, 2026, reports $4.3B in regulatory assets under management, 75 employees, 13 offices, and 9,812 accounts.
Assets Under Management
$4.3B
Employees
75
Offices
13 offices
Total Clients
3,849
Primary office
GREEN BAY, WI
111 N. WASHINGTON STREET, GREEN BAY, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
3,179
2
HNWI
15.9%
612
3
Corporations
1.1%
41
4
Charitable
0.4%
17
Categories with <5 clients
Banking or thrift institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.3Bas of March 31, 2026
Discretionary100.0%
$4.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$2M
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$4.3B
Total Accounts9,812
10Y AUM Change+$4.2B (+2967.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees75
Clients per Employee51:1
10Y Employee Change+53 (+240.9%)
* 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.