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Nicholas Wealth Management CRD 282635
$740M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
218 Roswell St Ne Suite 200, Marietta, GA 30060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-11 |
Branch Locations
218 Roswell St Ne Suite 200, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Montgomery | AL | 06/2013 | 08/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 04/2017 | 06/2017 |
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2017 | 06/2017 |
| Xxi Century Financial | Atlanta | GA | 07/2016 | 07/2017 |
| The Ayco Company, L.P./Mercer Allied | Atlanta | GA | 06/2017 | 01/2021 |
| Goldman Sachs & Co. Llc | Atlanta | GA | 06/2017 | 07/2025 |
| Nicholas Wealth Management | Marietta | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-01 |
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