Nim Wealth Solutions Inc.
● SEC registered since 2026CRD 334754SEC# 801-135633San Jose, CA
Reg. AUM
$116.8M
Employees
6
Accounts
302
Location
San Jose, CA
About Nim Wealth Solutions
NIM Wealth Solutions helps individuals and families prepare for retirement through a proprietary TOP system of tax management, portfolio optimization, and wealth preservation. It works to mitigate taxes, enhance portfolio efficiency, and protect against medical, longevity, and legal risks.
Summary based on the firm’s website.
Nim Wealth Solutions Inc. assets under management
Nim Wealth Solutions Inc. operates as an SEC-registered investment adviser based in San Jose, CA. The firm has been registered since 2026. It reports $116.8 million in regulatory assets under management and employs 6 people.
Nim Wealth Solutions Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gabriela Cheng Mechem Control | Managing Member / Cco | Over 75% | 2025 |
Frequently asked questions
How much does Nim Wealth Solutions Inc. manage?
Nim Wealth Solutions Inc. reports $116.8 million in regulatory assets under management on its Form ADV.
How many employees does Nim Wealth Solutions Inc. have?
Nim Wealth Solutions Inc. reports 6 employees.
Where is Nim Wealth Solutions Inc. located?
Nim Wealth Solutions Inc. is based in San Jose, CA and has been SEC-registered since 2026.
Does Nim Wealth Solutions Inc. disclose fund performance?
Nim Wealth Solutions Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1731 Technology Dr., Ste 570, San Jose, CA 95110 |
| Phone | 888 322 2009 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.8MNo change
Feb '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$116.8Mregulatory AUM
Discretionary $116.8M