| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Laurens Nicholson Control | President And Member | Over 75% | 2023 |
| Lonny Scott Elfenbein | Chief Compliance Officer | Under 5% | 2023 |
Nicholson Wealth Management Group, LLC reports $291.3 million in regulatory assets under management on its Form ADV.
Nicholson Wealth Management Group, LLC reports 4 employees.
Nicholson Wealth Management Group, LLC is based in Charleston, SC and has been SEC-registered since 2023.
Nicholson Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8 N. Adgers Wharf, Charleston, SC 29401 |
| Phone | 843-790-2625 |
| Fax | 843-974-4999 |
| Office hours | 9:00 To 4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $291.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $291.3M |