Nicholson Wealth Management Group, LLC
● SEC registered since 2023CRD 327001SEC# 801-128554Charleston, SC
Reg. AUM
$322M
Employees
4
Accounts
543
Location
Charleston, SC
Nicholson Wealth Management Group, LLC assets under management
Nicholson Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Charleston, SC. The firm has been registered since 2023. It reports $322 million in regulatory assets under management and employs 4 people.
Nicholson Wealth Management Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Laurens Nicholson Control | President And Member | Over 75% | 2023 |
| Lonny Scott Elfenbein | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Nicholson Wealth Management Group, LLC manage?
Nicholson Wealth Management Group, LLC reports $322 million in regulatory assets under management on its Form ADV.
How many employees does Nicholson Wealth Management Group, LLC have?
Nicholson Wealth Management Group, LLC reports 4 employees.
Where is Nicholson Wealth Management Group, LLC located?
Nicholson Wealth Management Group, LLC is based in Charleston, SC and has been SEC-registered since 2023.
Does Nicholson Wealth Management Group, LLC disclose fund performance?
Nicholson Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8 N. Adgers Wharf, Charleston, SC 29401 |
| Phone | 843-790-2625 |
| Fax | 843-974-4999 |
| Office hours | 9:00 To 4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$322M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$322Mregulatory AUM
Discretionary $322M