# Nicholson Wealth Management Group

Nicholson Wealth Management Group is a Bank / Wealth / Trust based in Charleston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charleston, United States
- **Region:** North America
- **Address:** Charleston, SC, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** www.nicholsonwmg.com
- **LinkedIn:** https://www.linkedin.com/company/nicholson-wealth-management-group

## Regulatory record

- **CRD number:** 327001
- **SEC file number:** 801-128554
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-12T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327001

## About

Nicholson Wealth Management Group is an SEC-registered investment adviser in Charleston, SC, registered since 2023. The firm manages approximately $322 million in assets. It has 4 employees and 2 investment advisers.

## Sectors

- Wealth Management

## Questions

### Is Nicholson Wealth Management Group affiliated with a bank or broker-dealer?

No. The firm operates as an independent registered investment advisor, per its regulatory filings. This structure means it has no proprietary products to distribute and selects third-party investments based on client-specific financial plans. Its independence contrasts with the trust-department and wirehouse models prevalent in the Charleston wealth-management market.

### Does the firm serve institutional clients or only private individuals?

The firm's regulatory disclosures describe its primary client base as individuals and high-net-worth individuals. There is no indication in the firm's public filings or communications that it advises pension plans, endowments, or foundations. Its advisory model is built around personal financial planning rather than institutional consulting.

## Related profiles

- [Nicholson Meyer Capital Management](https://altss.com/profile/nicholson-meyer-capital-management)
- [Nicolet Advisory Services](https://altss.com/profile/nicolet-advisory-services)

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

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