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| Nolet Wealth Management LLC
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|---|---|
| CRD # | 329186 |
| SEC # | 801-129319 |
| CIK # | 0002056656 |
| AUM | 272.6 M (2026-01-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 817-350-4342 |
| Address | 306 W 7th Street Fort Worth, TX 76109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056656 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Danaher Corp /DE/ | 8.4 | ||
| Nvidia Corp | 5.1 | ||
| Apple Inc | 3.1 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.9 | ||
| Amazon Com Inc | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Veralto Corp | 1.4 | ||
| KLA Tencor Corp | 1.3 | ||
| Broadcom Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 272.6 |
| (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 | 40 | 272.6 |
| By Discretionary | ||
| Discretionary | 40 | 272.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 40 | 272.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.6 | |
| Total | 40 | 272.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056656] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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Bull Street Advisors LLC
✚
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