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Nim Wealth Solutions Inc.

● SEC registered since 2026CRD 334754SEC# 801-135633San Jose, CA
Export (members)
Reg. AUM
$116.8M
Employees
6
Accounts
302
Location
San Jose, CA

Nim Wealth Solutions Inc. assets under management

Nim Wealth Solutions Inc. operates as an SEC-registered investment adviser based in San Jose, CA. The firm has been registered since 2026. It reports $116.8 million in regulatory assets under management and employs 6 people.
www.nimretirementgroup.comView on SEC.gov ↗

Nim Wealth Solutions Inc. owners & executives

1 reported
NameTitleOwnershipSince
Gabriela Cheng Mechem ControlManaging Member / CcoOver 75%2025

Frequently asked questions

How much does Nim Wealth Solutions Inc. manage?

Nim Wealth Solutions Inc. reports $116.8 million in regulatory assets under management on its Form ADV.

How many employees does Nim Wealth Solutions Inc. have?

Nim Wealth Solutions Inc. reports 6 employees.

Where is Nim Wealth Solutions Inc. located?

Nim Wealth Solutions Inc. is based in San Jose, CA and has been SEC-registered since 2026.

Does Nim Wealth Solutions Inc. disclose fund performance?

Nim Wealth Solutions Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1731 Technology Dr., Ste 570, San Jose, CA 95110
Phone888 322 2009
Office hours9:00 a.m. - 6:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.8M
Non-discretionary$0
Total (RAUM)$116.8M