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| Happy Holidays!! thanks for using AUM13F!! |
| Nicholson Wealth Management Group LLC
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| CRD # | 327001 |
| SEC # | 801-128554 |
| CIK # | 0002035982 |
| AUM | $291.3 M (2025-04-17) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 843-790-2625 |
| Address | 8 N Adgers Wharf Charleston, SC 29401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Isoray Inc | 5.6 | ||
| Microsoft Corp | 3.7 | ||
| United Bankshares Inc/Wv | 2.8 | ||
| Amerisourcebergen Corp | 2.4 | ||
| Procter & Gamble Co | 2.3 | ||
| Broadcom Inc | 2.3 | ||
| Apple Inc | 2.2 | ||
| VISA Inc | 2.0 | ||
| PepsiCo Inc | 2.0 | ||
| Wal Mart Stores Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 56.8 |
| (b) Individuals (high net worth individuals) | 63 | 231.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 0 | 0.1 |
| (n) Other | 0 | 2.8 |
| Total | 524 | 291.3 |
| By Discretionary | ||
| Discretionary | 524 | 291.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 524 | 291.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.3 | |
| Total | 524 | 291.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002035982] |
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|---|---|---|
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CA | 0.3 |
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Strategic Wealth Advisors LLC
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0.3 | |
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The American Institute for Advanced Investment Management LLP
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|
Tandem Financial LLC
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CO | 0.3 |
|
Wealth Covenant Group LLC
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TX | 0.3 |
|
Farther Asset Management LLC
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|
CA | 0.3 |