Nolet Wealth Management, LLC
● SEC registered since 2024CRD 329186SEC# 801-129319Fort Worth, TX
Reg. AUM
$272.6M
Employees
4
Accounts
40
Location
Fort Worth, TX
Nolet Wealth Management, LLC assets under management
Nolet Wealth Management, LLC operates as an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2024. It reports $272.6 million in regulatory assets under management and employs 4 people.
Nolet Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Edward Nolet Control | Managing Member/Cco | Over 75% | 2023 |
Frequently asked questions
How much does Nolet Wealth Management, LLC manage?
Nolet Wealth Management, LLC reports $272.6 million in regulatory assets under management on its Form ADV.
How many employees does Nolet Wealth Management, LLC have?
Nolet Wealth Management, LLC reports 4 employees.
Where is Nolet Wealth Management, LLC located?
Nolet Wealth Management, LLC is based in Fort Worth, TX and has been SEC-registered since 2024.
Does Nolet Wealth Management, LLC disclose fund performance?
Nolet Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 306 W 7th Street, Ste 640, Fort Worth, TX 76109 |
| Phone | 817-350-4342 |
| Office hours | 8A-5P |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$272.6M▲ 107%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$272.6Mregulatory AUM
Discretionary $272.6M