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Nolet Wealth Management, LLC

● SEC registered since 2024CRD 329186SEC# 801-129319Fort Worth, TX
Export (members)
Reg. AUM
$131.7M
Employees
3
Accounts
17
Location
Fort Worth, TX

Nolet Wealth Management, LLC assets under management

Nolet Wealth Management, LLC operates as an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2024. It reports $131.7 million in regulatory assets under management and employs 3 people.
noletwealth.comView on SEC.gov ↗

Nolet Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Edward Nolet ControlManaging Member/CcoOver 75%2023

Frequently asked questions

How much does Nolet Wealth Management, LLC manage?

Nolet Wealth Management, LLC reports $131.7 million in regulatory assets under management on its Form ADV.

How many employees does Nolet Wealth Management, LLC have?

Nolet Wealth Management, LLC reports 3 employees.

Where is Nolet Wealth Management, LLC located?

Nolet Wealth Management, LLC is based in Fort Worth, TX and has been SEC-registered since 2024.

Does Nolet Wealth Management, LLC disclose fund performance?

Nolet Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address306 W 7th Street, Ste 640, Fort Worth, TX 76109
Phone817-350-4342
Office hours8A-5P
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.7M
Non-discretionary$0
Total (RAUM)$131.7M