Nottingham Wealth Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Syracuse, NY. Its latest Form ADV filing, dated April 17, 2026, reports $80M in regulatory assets under management, 7 employees, 4 offices, and 299 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.7% of total clients.
Top client categories% of clientsClients
1
Individuals
88.7%
126
2
HNWI
11.3%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$80Mas of April 17, 2026
Discretionary100.0%
$80M
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$80M
Total Accounts299
10Y AUM Change+$80M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee20:1
10Y Employee Change+4 (+133.3%)
* 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.