# TESTAMENT WEALTH MANAGEMENT

TESTAMENT WEALTH MANAGEMENT is a Multi Family Office based in Cary.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cary
- **Assets under management:** Undisclosed
- **Website:** testamentwealth.com
- **LinkedIn:** https://www.linkedin.com/company/faulknernick

## Regulatory record

- **CRD number:** 340823
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340823

## About

Testament Wealth Management is a locally owned, independent, fee-only fiduciary financial planning firm. The firm provides comprehensive planning including tax planning, retirement planning, investment management, estate planning, insurance and risk management, employee stock options, and charitable giving. Clients are the only ones who pay the firm—no commissions, no referral arrangements, and no hidden costs.

## People

- Nick Faulkner — CFP®, Founder
- Diana Ashford — Managing Partner
- Jonathan Blake — Founding Partner
- Olivia Chen — Director of Advisory
- Sebastian Laurent — Head of Investment Strategy
- Rebecca Marshall — Senior Consultant

## Questions

### Does TESTAMENT WEALTH MANAGEMENT disclose its AUM or team size?

No. The firm does not publicly report AUM or team size. These figures are not available in public records or the firm's official communications.

### Who founded TESTAMENT WEALTH MANAGEMENT?

The founding principals and year of establishment are not documented in public sources. The firm's leadership team is not publicly listed.

### What investment strategies does the firm employ?

The firm uses a customized approach across equities, fixed income, and alternatives, but specific allocation details or proprietary strategies are not disclosed publicly.

### Where is TESTAMENT WEALTH MANAGEMENT headquartered?

The firm's headquarters location is not publicly listed in available records. No additional office addresses have been identified.

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Last updated: 2026-08-11T15:08:18.003Z

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