Nicholas Wealth Management is a full service financial and retirement planning firm. Our investment model, coupled with our singular focus on safety of principal creates a unique and comprehensive wealth management solution for our clients. Nicholas Wealth Management was founded with the goal of creating a wealth management firm that addresses the weaknesses in the services provided by traditional investment management firms: namely, risk and loss of principal, inferior investment performance, inflexible and inactive portfolio advising and insufficient client service. At Nicholas Wealth Management we serve our clients financial needs with the highest degree of specialized service. No two clients are alike and our unique approach tailors financial plans with specialized attention to meet the need of our most sophisticated clients. Securities offered through World Equity Group, Member FINRA/SIPC. Investment advisory services offered through BluePath Capital Management, LLC and Triumph WealthAdvisors. Nicholas Wealth Management, BluePath Capital Management and Triumph Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
View Top Employees from Nicholas Wealth ManagementWebsite | http://nicholaswealth.com |
Revenue | $654000 |
Employees | 16 (16 on RocketReach) |
Founded | 2008 |
Address | 218 Roswell St NE Suite 200, Marietta, Georgia 30060, US |
Phone | (404) 890-5606 |
Fax | (404) 445-8166 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 8 Million |
Keywords | Guaranteed Investment Contract How To Buy |
Competitors | Bulman Wealth Group, Kanani Advisory Group, Paradigm Group, LLC, Statler Financial Services Inc, Young Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Nicholas Wealth Management employee's phone or email?
The Nicholas Wealth Management annual revenue was $654000 in 2024.
David Nicholas is the President of Nicholas Wealth Management.
16 people are employed at Nicholas Wealth Management.
Nicholas Wealth Management is based in Marietta, Georgia.
The NAICS codes for Nicholas Wealth Management are [5239, 523, 52, 52393].
The SIC codes for Nicholas Wealth Management are [62, 628].