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WEALTH ASSET MANAGERS

SPOKANE, WA · CRD 14377 · IAPD ↗ · nelsonsecurities.com · 509-838-1313

$321.9MRegulatory AUM
9Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
50States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
October 2026 — WEALTH ASSET MANAGERS changed its website from nelson-securities.com to nelsonsecurities.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
September 2024 — WEALTH ASSET MANAGERS notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.