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NOLET WEALTH MANAGEMENT, LLC

FORT WORTH, TX · CRD 329186 · IAPD ↗ · noletwealth.com · 817-350-4342

$272.6MRegulatory AUM
3Advisory reps
4Employees
1Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
February 2026 — NOLET WEALTH MANAGEMENT, LLC reported RAUM up 107% ($131.7M -> $272.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2025 — NOLET WEALTH MANAGEMENT, 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
70
March 2024 — NOLET WEALTH MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2024 — NOLET WEALTH MANAGEMENT, LLC (FORT WORTH, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.