RIA Intelligence

NOLET WEALTH MANAGEMENT, LLC

CRD #329186 SEC #801-129319 FORT WORTH, TX 817-350-4342
SEC Registered
Total AUM
$131.7M
Discretionary
$131.7M
Employees
3
Clients
1
Accounts
17

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 22, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NOLET, DAVID, EDWARDIMANAGING MEMBER/CCOE Control
NOLET, DAVID, EDWARDIMANAGING MEMBER/CCOE Control
NOLET, DAVID, EDWARDIMANAGING MEMBER/CCOE Control
NOLET, DAVID, EDWARDIMANAGING MEMBER/CCOE Control
NOLET, DAVID, EDWARDIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Sep 22, 2025 REGISTERED

Notice Filings (1)

TX

Address

306 W 7TH STREET
STE 640
FORT WORTH, TX 76109
United States
Phone: 817-350-4342