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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| NICHOLSON, JOSEPH, LAURENS | I | PRESIDENT AND MEMBER | E | Control |
| NICHOLSON, JOSEPH, LAURENS | I | PRESIDENT AND MEMBER | E | Control |
| NICHOLSON, JOSEPH, LAURENS | I | PRESIDENT AND MEMBER | E | Control |
| NICHOLSON, JOSEPH, LAURENS | I | PRESIDENT AND MEMBER | E | Control |
| NICHOLSON, JOSEPH, LAURENS | I | PRESIDENT AND MEMBER | E | Control |
| NICHOLSON, JOSEPH, LAURENS | I | PRESIDENT AND MEMBER | E | Control |
| NICHOLSON, JOSEPH, LAURENS | I | PRESIDENT AND MEMBER | E | Control |
| NICHOLSON, JOSEPH, LAURENS | I | PRESIDENT AND MEMBER | E | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER AND MANAGER | E | Control |
Registrations
Federal
IA
Apr 17, 2025 REGISTERED
Notice Filings (4)
FL NC SC TX
Address
8 N. ADGERS WHARFCHARLESTON, SC 29401
United States
Phone: 843-790-2625