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| Nicholas Wealth LLC
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| CRD # | 282635 |
| SEC # | 801-122063 |
| CIK # | 0001911391 |
| AUM | 739.8 M (2026-04-24) |
| Employees | 19 (47% Investors, 5% Brokers) |
| Phone | 404-890-5606 |
| Address | 218 Roswell St NE Marietta, GA 30060 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911391 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 4.7 | ||
| Nvidia Corp | 3.9 | ||
| Microsoft Corp | 2.9 | ||
| Apple Inc | 2.7 | ||
| Amazon Com Inc | 2.3 | ||
| Micron Technology Inc | 1.8 | ||
| Valero Energy Corp/Tx | 1.7 | ||
| Yandex NV | 1.7 | ||
| CF Industries Holdings Inc | 1.7 | ||
| Broadcom Inc | 1.7 | ||
| Denali Holding Inc | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Facebook Inc | 1.6 | ||
| FPL Group Inc | 1.5 | ||
| Home Depot Inc | 1.5 | ||
| IRIS Energy Ltd | 1.5 | ||
| J P Morgan Chase & Co | 1.4 | ||
| Wal Mart Stores Inc | 1.4 | ||
| Alphabet Inc | 1.4 | ||
| Verizon Communications Inc | 1.4 | ||
| Coca Cola Co | 1.4 | ||
| Merck & Co Inc | 1.3 | ||
| Bristol Myers Squibb Co | 1.3 | ||
| Eaton Corp Ltd | 1.3 | ||
| Douglas Dynamics Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,013 | 210.3 |
| (b) Individuals (high net worth individuals) | 44 | 84.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 441.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,250 | 739.8 |
| By Discretionary | ||
| Discretionary | 2,250 | 739.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,250 | 739.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 739.8 | |
| Total | 2,250 | 739.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911391] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sageguard Financial Group LLC
✚
|
TN | 755.7 M |
|
Verde Capital Management Inc
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|
Waller Financial Planning Group Inc
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OH | 747.8 M |
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Pax Financial Group LLC
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TX | 747.1 M |
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Financial Insights Inc
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John E Sestina and Company
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CL Wealth Management LLC
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IL | 733.6 M |
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Trunorth Capital Management LLC
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|
MI | 724.5 M |
|
MinichMacGregor Wealth Management LLC
✚
|
NY | 722.9 M |
|
Global Wealth Management Investment Advisory Inc
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|
FL | 722.8 M |