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NICHOLSON WEALTH MANAGEMENT GROUP

CHARLESTON, SC · CRD 327001 · IAPD ↗ · 843-790-2625

$322.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — NICHOLSON WEALTH MANAGEMENT GROUP, LLC is now doing business as NICHOLSON WEALTH MANAGEMENT GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2025 — NICHOLSON WEALTH MANAGEMENT GROUP, LLC reported RAUM up 29% ($226.3M -> $291.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
June 2024 — NICHOLSON WEALTH MANAGEMENT GROUP, LLC notice-filed in FL, NC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
May 2024 — NICHOLSON WEALTH MANAGEMENT GROUP, LLC now reports custody of client assets ($2.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2024 — NICHOLSON WEALTH MANAGEMENT GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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