# Nicholas Wealth Management

Nicholas Wealth Management is a Bank / Wealth / Trust based in Marietta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Marietta, United States
- **Region:** North America
- **Address:** Marietta, GA, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** nicholaswealth.com
- **LinkedIn:** https://www.linkedin.com/company/nicholas-wealth-management

## Regulatory record

- **CRD number:** 282635
- **SEC file number:** 801-122063
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282635

## About

Founded in 2016 and based in Marietta, Georgia, Nicholas Wealth Management operates as a registered investment advisor serving individuals, high-net-worth families, and charitable organizations. The firm’s identity is built squarely on retirement readiness, offering a structured planning process rather than opportunistic asset gathering. The firm’s core offering is the Nicholas Wealth RetireReady plan, which layers four coordinated workstreams: income planning across all available sources, strategic investing balanced between risk and growth, tax-mitigation tactics drawn from the IRS code, and healthcare-cost planning that spans Medicare guidance and emergency-services coverage. The practice also coordinates with estate planning attorneys to structure tax-efficient wealth transfers and beneficiary distribution strategies. No specific portfolio companies, fund commitments, or deal-level details are disclosed publicly. The firm operates from a single office in Marietta and serves a domestic client base concentrated in the Atlanta metropolitan area. Nicholas Wealth Management delivers its services through a team of financial advisors, though total headcount and assets under management are not reported. The firm maintains a newsroom on its website where it publishes market commentary — recent posts discuss Bitcoin drawdowns, the importance of budgeting in early retirement, and document-readiness for heirs — signaling an effort to educate clients through volatile cycles. No adjacent vehicles, philanthropic foundations, or co-investor clubs are publicly tied to the firm. The firm’s structural differentiator is its single-framework approach to retirement: the RetireReady plan mandates that income, investments, taxes, and healthcare be designed together rather than siloed. For an RIA of its scale, this integrated planning posture — and the explicit instruction to avoid major financial decisions during the first six months of retirement — functions as both a client-screening mechanism and a governance discipline that shapes every advisory relationship.

## Questions

### What is the Nicholas Wealth RetireReady plan?

It is the firm’s proprietary retirement-planning framework that coordinates four areas: income sourcing, strategic investing, tax mitigation, and healthcare-cost planning. The plan is built to produce a single, integrated strategy rather than treating each component separately. The firm also recommends a six-month decision pause at the start of retirement to allow clients to transition before committing to major changes.

### What types of clients does the firm serve?

Nicholas Wealth Management advises individuals, high-net-worth individuals, and charitable organizations. Its content and service descriptions are consistently oriented toward pre-retirees and retirees, with a focus on income planning, tax efficiency, and healthcare cost management in later life.

### Does the firm offer estate planning or legal services directly?

No. Nicholas Wealth Management collaborates with external estate planning attorneys to assist clients with tax-efficient wealth transfers and beneficiary distribution strategies. The firm itself does not provide legal advice or draft estate documents.

## Related profiles

- [Niche Invest](https://altss.com/profile/niche-invest)
- [Nicholson Meyer Capital Management](https://altss.com/profile/nicholson-meyer-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

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