# NIM Wealth Solutions

NIM Wealth Solutions is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 334754
- **SEC file number:** 801-135633
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334754

## About

NIM WEALTH SOLUTIONS is an SEC-registered investment adviser in SAN JOSE, CA, registered since 2026. The firm manages approximately $117 million in regulatory assets. It has 6 employees and 4 investment advisers.

## Questions

### Who runs investment decisions at NIM Wealth Solutions?

The firm does not publicly disclose the names of its principals or investment committee members. Investment decisions are handled internally by a team of advisors and analysts, though specific leadership roles are not available in public records.

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- [Oak Summit Wealth Management](https://altss.com/profile/oak-summit-wealth-management-inc)
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Last updated: 2026-07-06T01:24:22.005Z

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