|
⚲
|
| Keyboard |
| NIM Wealth Solutions Inc
✚
|
|
|---|---|
| CRD # | 334754 |
| SEC # | 801-135633 |
| CIK # | |
| AUM | 116.8 M (2026-05-08) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 888-322-2009 |
| Address | 1731 Technology Dr San Jose, CA 95110 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 45.0 |
| (b) Individuals (high net worth individuals) | 74 | 71.8 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 116.8 |
| By Discretionary | ||
| Discretionary | 302 | 116.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 302 | 116.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.8 | |
| Total | 302 | 116.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Humilis Investment Strategies LLC
✚
|
117.0 M | |
|
Greenline Wealth Management LLC
✚
|
FL | 117.0 M |
|
Abel Financial Management Co
✚
|
116.8 M | |
|
ALJZ Consulting LLC
✚
|
116.7 M | |
|
Align Wealth Management LLC
✚
|
CA | 116.7 M |
|
Delphi Management Inc
✚
|
116.7 M | |
|
Alsworth Capital Management LLC
✚
|
NY | 116.7 M |
|
Tidwell Wealth Management LLC
✚
|
CA | 116.7 M |
|
Hayes Asset Management LLC
✚
|
NY | 116.6 M |
|
Dynamic Trading Management LLC
✚
|
NY | 116.6 M |