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NYE WEALTH MANAGEMENT LLC

HUDSON, OH · CRD 170415 · IAPD ↗ · (330) 656-0007

$107.7MRegulatory AUM
1Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — NYE WEALTH MANAGEMENT LLC now reports custody of client assets ($77.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
May 2025 — NYE WEALTH MANAGEMENT LLC (HUDSON, OH) is newly SEC-registered with $106.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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