Nim Wealth Solutions is an SEC registered investment adviser organized as a corporation with a primary office location in San Jose, CA. Its latest Form ADV filing, dated March 10, 2026, reports $117M in regulatory assets under management, 6 employees, and 302 accounts.
Assets Under Management
$117M
Employees
6
Offices
--
Total Clients
139
Primary office
SAN JOSE, CA
1731 TECHNOLOGY DR., STE 570, SAN JOSE, CA, United States
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 segmentHNWI represent 53.2% of total clients.
Top client categories% of clientsClients
1
HNWI
53.2%
74
2
Individuals
46.8%
65
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of March 10, 2026
Discretionary100.0%
$117M
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$117M
Total Accounts302
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change—
* 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.