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NICHOLSON WEALTH MANAGEMENT GROUP, LLC

UUIDabeb6ffe-e0b0-5f7e-9ac0-13f741c1a5bf
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 327001 327001 1.0
sec_file_number 801-128554 801-128554

Profile

Websitehttps://www.linkedin.com/company/nicholson-wealth-management-group
HQ CityCHARLESTON
HQ StateSC
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)291,303,842.0
  • RAUM (discretionary)291,303,842.0
  • Actionable assets231,715,561.0
  • Accounts524.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM302,954.0
  • HNW AUM231,356,034.0

As of 2025-04-17 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.