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Nicholas Wealth Management

Headquartered in MARIETTA, GA

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Firm Information

Nicholas Wealth Management is a financial advisory firm located in Marietta, GA. Founded in 2009, the firm provides comprehensive financial planning and investment management services to individuals, families, and institutions. They offer portfolio management, retirement planning, and educational seminars. Nicholas Wealth Management manages over $203 million in assets and serves over 1,473 clients. They are a registered investment advisor with the SEC and are also a member of the Financial Industry Regulatory Authority (FINRA).

Nicholas Wealth Management

218 ROSWELL ST NE

MARIETTA, GA 30060

$203.06M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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radio/podcasts

Radio/podcasts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational seminar fees charged per seminar. selection of tpmm

Branch Locations (2)

NICHOLAS WEALTH MANAGEMENT has a total of 2 branch locations across the country.
location

MARIETTA, GA

location

Scottsdale, AZ

Advisors at Nicholas Wealth Management

View All 7 Advisors
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David Alexis Nicholas

RA

MARIETTA, GA

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Amanda Serafino

RA

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Ian Sears

RA

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Jared Weston Chambers

RA

MARIETTA, GA

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Stephen Aaron Jones

RA

MARIETTA, GA

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Cynthia Joy Panian

RA

MARIETTA, GA

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Aaron William Gaines

RA

MARIETTA, GA

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Graham Reynolds

RA

MARIETTA, GA

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Disclosures

There are no public disclosures for Nicholas Wealth Management.

Frequently Asked Questions (7)

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