Nicholas Wealth Management

Nicholas Wealth Management (CRD# 282635) is a financial advisory firm headquartered in Marietta, GA. They manage $203,057,268 in 1,473 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
218 Roswell St Ne, Suite 200, Marietta, GA 30060
http://retirereadyplan.com
By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    1,473
    ACCOUNTS
  • Average Account Value
    $137,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, SC, TX

Financial Advisors at Nicholas Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Aaron Gaines, financial advisor Marietta GA
Aaron W. Gaines
CRD#: 6288705
218 Roswell St Ne, Suite 200, Marietta, GA 30060

Aaron Gaines (CRD# 6288705) is an Investment Advisor Representative working at Nicholas Wealth Management in Marietta, GA and has over 7 years of experience in the finance industry.

2
David Nicholas, financial advisor Marietta GA
David A. Nicholas
CRD#: 5211508
218 Roswell St Ne, Suite 200, Marietta, GA 30060

David Nicholas (CRD# 5211508) is an Investment Advisor Representative working at Nicholas Wealth Management in Marietta, GA and has over 11 years of experience in the finance industry.

3
Jared Chambers, financial advisor Marietta GA
Jared W. Chambers
CRD#: 7454308
218 Roswell St Ne, Suite 200, Marietta, GA 30060

Jared Chambers (CRD# 7454308) is an Investment Advisor Representative working at Nicholas Wealth Management in Marietta, GA and has over 2 years of experience in the finance industry.

4
Stephen Jones, financial advisor Marietta GA
Stephen A. Jones
CRD#: 7483960
218 Roswell St Ne, Suite 200, Marietta, GA 30060

Stephen Jones (CRD# 7483960) is an Investment Advisor Representative working at Nicholas Wealth Management in Marietta, GA and has 1 year of experience in the finance industry.

5
Cynthia Panian, financial advisor Marietta GA
Cynthia J. Panian
CRD#: 5930131
218 Roswell St Ne, Suite 200, Marietta, GA 30060

Cynthia Panian (CRD# 5930131) is an Investment Advisor Representative working at Nicholas Wealth Management in Marietta, GA and has over 12 years of experience in the finance industry.

6
Graham Reynolds, financial advisor Marietta GA
Graham Reynolds
CRD#: 7605918
218 Roswell St Ne, Suite 200, Marietta, GA 30060

Graham Reynolds (CRD# 7605918) is an Investment Advisor Representative working at Nicholas Wealth Management in Marietta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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