NICHOLAS WEALTH, LLC
Legal name: NICHOLAS WEALTH MANAGEMENT
CRD #282635 SEC #801-122063 MARIETTA, GA 404-890-5606
SEC Registered
Total AUM
$413.7M
Discretionary
$413.7M
Employees
18
Clients
0
Accounts
619
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $413.7M | $413.7M | $0 | 18 | 0 |
| Jul 2025 | $413.7M | $413.7M | $0 | 18 | 0 |
| Apr 2025 | $413.7M | $413.7M | $0 | 18 | 0 |
| Mar 2025 | $209M | $209M | $0 | 18 | 0 |
| Dec 2024 | $203.1M | $203.1M | $0 | 14 | 0 |
| Nov 2024 | $203.1M | $203.1M | $0 | 14 | 0 |
| Nov 2024 | $203.1M | $203.1M | $0 | 14 | 0 |
| Sep 2024 | $203.1M | $203.1M | $0 | 14 | 0 |
| Aug 2024 | $203.1M | $203.1M | $0 | 14 | 0 |
| Apr 2024 | $203.1M | $203.1M | $0 | 14 | 0 |
| Mar 2024 | $203.1M | $203.1M | $0 | 14 | 0 |
| Dec 2023 | $142.4M | $142.4M | $0 | 12 | 0 |
| Oct 2023 | $142.4M | $142.4M | $0 | 12 | 0 |
| Aug 2023 | $142.4M | $142.4M | $0 | 12 | 0 |
| Jul 2023 | $142.4M | $142.4M | $0 | 12 | 0 |
| May 2023 | $142.4M | $142.4M | $0 | 12 | 0 |
| Apr 2023 | $142.4M | $142.4M | $0 | 13 | 0 |
| Mar 2023 | $142.4M | $142.4M | $0 | 13 | 0 |
| Dec 2022 | $130.5M | $130.5M | $0 | 13 | 0 |
| Oct 2022 | $130.5M | $130.5M | $0 | 11 | 0 |
| Sep 2022 | $130.5M | $130.5M | $0 | 6 | 0 |
| Mar 2022 | $130.5M | $130.5M | $0 | 5 | 0 |
| Mar 2022 | $130.5M | $130.5M | $0 | 5 | 0 |
| Jan 2022 | $111.1M | $111.1M | $0 | 5 | 0 |
| Nov 2021 | $111.1M | $111.1M | $0 | 5 | 0 |
| Sep 2021 | $111.1M | $111.1M | $0 | 4 | 0 |
| Jul 2021 | $111.1M | $111.1M | $0 | 4 | 0 |
| Jul 2021 | $111.1M | $111.1M | $0 | 4 | 0 |
DateDec 2025
Total AUM$413.7M
Discretionary$413.7M
Non-Disc.$0
Employees18
Clients0
DateJul 2025
Total AUM$413.7M
Discretionary$413.7M
Non-Disc.$0
Employees18
Clients0
DateApr 2025
Total AUM$413.7M
Discretionary$413.7M
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees18
Clients0
DateDec 2024
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees14
Clients0
DateSep 2024
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees14
Clients0
DateAug 2024
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees14
Clients0
DateApr 2024
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees14
Clients0
DateDec 2023
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees12
Clients0
DateJul 2023
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees12
Clients0
DateMay 2023
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees12
Clients0
DateApr 2023
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees13
Clients0
DateDec 2022
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees11
Clients0
DateSep 2022
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients0