| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alexis Nicholas Control | President | Over 75% | 2016 |
| Stacy Graves Fleming | Chief Compliance Officer | Under 5% | 2023 |
Nicholas Wealth, LLC reports $413.7 million in regulatory assets under management on its Form ADV.
Nicholas Wealth, LLC reports 18 employees.
Nicholas Wealth, LLC is based in Marietta, GA and has been SEC-registered since 2021.
Nicholas Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 218 Roswell St NE, Suite 200, Marietta, GA 30060 |
| Phone | 404-890-5606 |
| Fax | 404-445-8166 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $413.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $413.7M |