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NICOLET WEALTH MANAGEMENT

GREEN BAY, WI · CRD 283940 · IAPD ↗ · nicoletbank.com · 920-430-1400

$4.29BRegulatory AUM
45Advisory reps
75Employees
0Clients
More than 500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — NICOLET WEALTH MANAGEMENT added office(s): 10 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
81
April 2026 — NICOLET WEALTH MANAGEMENT grew from 34 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
April 2025 — NICOLET WEALTH MANAGEMENT notice-filed in MT, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — NICOLET WEALTH MANAGEMENT added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — NICOLET WEALTH MANAGEMENT notice-filed in NC, OH, UT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — NICOLET WEALTH MANAGEMENT added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — NICOLET WEALTH MANAGEMENT reported RAUM up 25% ($2.93B -> $3.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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