# Nicolet Wealth Management

Nicolet Wealth Management is a Bank / Wealth / Trust based in Green Bay, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Green Bay, United States
- **Region:** North America
- **Address:** Green Bay, WI, United States
- **Founded:** 2000
- **Assets under management:** $1B - $5B (Altss estimate)
- **Website:** nicoletwealth.com
- **LinkedIn:** https://www.linkedin.com/company/nicolet-wealth-management

## Regulatory record

- **CRD number:** 283940
- **SEC file number:** 801-108012
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283940

## About

Nicolet Wealth Management is an SEC-registered investment adviser in Green Bay, WI, registered since 2016. The firm manages $4.3 billion in regulatory assets, $4.3 billion on a discretionary basis. It has 75 employees and 45 investment advisers.

## Sectors

- Secondaries & Special Situations

## People

- Mike Daniels — President, Nicolet Wealth Management

## Questions

### Who runs investment decisions at Nicolet Wealth Management?

Mike Daniels, President of Nicolet Wealth Management, leads the investment platform. The investment committee operates within the broader Nicolet National Bancorp governance structure, drawing on the bank's credit and risk management resources. Day-to-day portfolio decisions are made by Daniels and his team in Green Bay.

### What does Nicolet mean by secondaries?

Nicolet's secondaries strategy involves purchasing existing limited partner commitments in private equity, private credit, and real asset funds from investors who want early liquidity. The firm evaluates traditional LP stake sales, GP-led continuation vehicles, and tail-end portfolios. Its focus is middle-market North American fund interests, where the team believes pricing inefficiencies are more pronounced than in large-cap secondary transactions.

### How does Nicolet source its secondary deals?

Nicolet sources secondary opportunities through relationships with private equity general partners, other limited partners, secondary market intermediaries, and dedicated secondary advisors. As a consistent buyer with a permanent balance sheet available, the firm markets itself as a reliable counterparty for sellers who prioritize closing certainty. The regional banking network across Wisconsin and Michigan also surfaces occasional deal flow from local business owners and family investors seeking portfolio liquidity.

### What is Nicolet Wealth Management's relationship to Nicolet National Bank?

Nicolet Wealth Management operates as a division of Nicolet National Bank, which is the primary subsidiary of publicly traded Nicolet National Bancorp (NASDAQ: NCBS). The bank provides the regulatory framework, balance sheet capital, and client referral network. Wealth management clients include both bank customers and external investors who access Nicolet's alternatives platform independently of traditional banking services.

## Related profiles

- [Nicolet National Bank](https://altss.com/profile/nicolet-national-bank)
- [Nidec Corporate Pension Fund](https://altss.com/profile/nidec-corporate-pension-fund)

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

Canonical page: https://altss.com/profile/nicolet-wealth-management

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