Nicholas Wealth, LLC
● SEC registered since 2021CRD 282635SEC# 801-122063Marietta, GA
Reg. AUM
$739.8M
Employees
19
Accounts
2,250
Location
Marietta, GA
Nicholas Wealth, LLC assets under management
Nicholas Wealth, LLC is a registered investment adviser overseen by the SEC based in Marietta, GA. The firm has been registered since 2021. It reports $739.8 million in regulatory assets under management and employs 19 people.
Nicholas Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alexis Nicholas Control | President | Over 75% | 2016 |
| Stacy Graves Fleming | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Nicholas Wealth, LLC manage?
Nicholas Wealth, LLC reports $739.8 million in regulatory assets under management on its Form ADV.
How many employees does Nicholas Wealth, LLC have?
Nicholas Wealth, LLC reports 19 employees.
Where is Nicholas Wealth, LLC located?
Nicholas Wealth, LLC is based in Marietta, GA and has been SEC-registered since 2021.
Does Nicholas Wealth, LLC disclose fund performance?
Nicholas Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 218 Roswell St NE, Suite 200, Marietta, GA 30060 |
| Phone | 404-890-5606 |
| Fax | 404-445-8166 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$739.8M▲ 254%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$739.8Mregulatory AUM
Discretionary $739.8M