stars 1 stars 2 stars 3

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 Management
Website 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
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

Nicholas Wealth Management Questions

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].

Top Nicholas Wealth Management Employees

View Similar People
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups / month.
Search
Search over 700 million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers (business & personal).
High Performer Summer 2022 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2
talentculture2022
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users