NICOLET ADVISORY SERVICES, LLC
Legal name: NICOLET WEALTH MANAGEMENT
CRD #283940 SEC #801-108012 GREEN BAY, WI 920-430-1400
SEC Registered
Total AUM
$3.8B
Discretionary
$3.8B
Employees
70
Clients
--
Accounts
8,809
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.8B | $3.8B | $1.6M | 70 | 0 |
| Mar 2024 | $3.7B | $3.7B | $1.4M | 60 | 0 |
| Apr 2023 | $2.9B | $2.9B | $0 | 58 | 1 |
| Mar 2023 | $2.9B | $2.9B | $0 | 58 | 1 |
| Mar 2022 | $1.5B | $1.5B | $0 | 47 | 0 |
| Mar 2021 | $1.2B | $1.2B | $2M | 34 | 19 |
| Jun 2020 | $1B | $1B | $0 | 26 | 0 |
| Mar 2020 | $1B | $1B | $0 | 26 | 0 |
| Mar 2020 | $1B | $1B | $0 | 26 | 0 |
| Oct 2019 | $695.4M | $695.4M | $0 | 25 | 0 |
| Aug 2019 | $695.4M | $695.4M | $0 | 25 | 0 |
| May 2019 | $695.4M | $695.4M | $0 | 25 | 0 |
| Apr 2019 | $695.4M | $695.4M | $0 | 25 | 0 |
| Mar 2019 | $695.4M | $695.4M | $0 | 25 | 0 |
| Sep 2018 | $547.8M | $547.8M | $0 | 25 | 0 |
| Sep 2018 | $547.8M | $547.8M | $0 | 25 | 0 |
| Aug 2018 | $547.8M | $547.8M | $0 | 25 | 0 |
| Mar 2018 | $547.8M | $547.8M | $0 | 25 | 0 |
| Jan 2018 | $547.8M | $547.8M | $0 | 22 | 0 |
| Sep 2017 | $140M | $140M | $0 | 22 | 300 |
| May 2017 | $140M | $140M | $0 | 22 | 300 |
| Mar 2017 | $140M | $140M | $0 | 22 | 300 |
| Dec 2016 | $101.6M | $101.6M | $0 | 18 | 0 |
| Oct 2016 | $0 | $0 | $0 | 18 | 0 |
| Oct 2016 | $0 | $0 | $0 | 18 | 0 |
| Jul 2016 | $0 | $0 | $0 | 18 | 0 |
| Jun 2016 | $0 | $0 | $0 | 18 | 0 |
DateMar 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$1.6M
Employees70
Clients0
DateMar 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$1.4M
Employees60
Clients0
DateApr 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees58
Clients1
DateMar 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees58
Clients1
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees47
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2M
Employees34
Clients19
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees26
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees26
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees26
Clients0
DateOct 2019
Total AUM$695.4M
Discretionary$695.4M
Non-Disc.$0
Employees25
Clients0
DateAug 2019
Total AUM$695.4M
Discretionary$695.4M
Non-Disc.$0
Employees25
Clients0
DateMay 2019
Total AUM$695.4M
Discretionary$695.4M
Non-Disc.$0
Employees25
Clients0
DateApr 2019
Total AUM$695.4M
Discretionary$695.4M
Non-Disc.$0
Employees25
Clients0
DateMar 2019
Total AUM$695.4M
Discretionary$695.4M
Non-Disc.$0
Employees25
Clients0
DateSep 2018
Total AUM$547.8M
Discretionary$547.8M
Non-Disc.$0
Employees25
Clients0
DateSep 2018
Total AUM$547.8M
Discretionary$547.8M
Non-Disc.$0
Employees25
Clients0
DateAug 2018
Total AUM$547.8M
Discretionary$547.8M
Non-Disc.$0
Employees25
Clients0
DateMar 2018
Total AUM$547.8M
Discretionary$547.8M
Non-Disc.$0
Employees25
Clients0
DateJan 2018
Total AUM$547.8M
Discretionary$547.8M
Non-Disc.$0
Employees22
Clients0
DateSep 2017
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees22
Clients300
DateMay 2017
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees22
Clients300
DateMar 2017
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees22
Clients300
DateDec 2016
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees18
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0