NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD #327001 SEC #801-128554 CHARLESTON, SC 843-790-2625
SEC Registered
Total AUM
$291.3M
Discretionary
$291.3M
Employees
4
Clients
10
Accounts
524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $291.3M | $291.3M | $0 | 4 | 0 |
| Mar 2025 | $291.3M | $291.3M | $0 | 4 | 0 |
| May 2024 | $226.3M | $226.3M | $0 | 3 | 0 |
| May 2024 | $226.3M | $226.3M | $0 | 3 | 0 |
| May 2024 | $226.3M | $226.3M | $0 | 3 | 0 |
| Mar 2024 | $226.3M | $226.3M | $0 | 3 | 0 |
| Dec 2023 | $220.7M | $220.7M | $0 | 3 | 0 |
| Oct 2023 | $0 | $0 | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$291.3M
Discretionary$291.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$291.3M
Discretionary$291.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$226.3M
Discretionary$226.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$226.3M
Discretionary$226.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$226.3M
Discretionary$226.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$226.3M
Discretionary$226.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$220.7M
Discretionary$220.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0