← Tributary

NICHOLAS WEALTH MANAGEMENT

MARIETTA, GA · CRD 282635 · IAPD ↗ · 404-890-5606

$739.8MRegulatory AUM
9Advisory reps
19Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — NICHOLAS WEALTH MANAGEMENT notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — NICHOLAS WEALTH MANAGEMENT crossed $500M in regulatory AUM ($413.7M -> $739.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — NICHOLAS WEALTH MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — NICHOLAS WEALTH MANAGEMENT grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2025 — NICHOLAS WEALTH MANAGEMENT reported RAUM up 104% ($203.1M -> $413.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
September 2024 — NICHOLAS WEALTH MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — NICHOLAS WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 15 (0 -> 15).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
September 2024 — NICHOLAS WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — NICHOLAS WEALTH MANAGEMENT reported RAUM up 43% ($142.4M -> $203.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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