The NICOLET WEALTH MANAGEMENT is a publicly held investment adviser that advises $4.29Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NICOLET WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 253.12% over the last 5-years.
The Group has been registered with the SEC for 23.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 111 N. WASHINGTON STREET, GREEN BAY, WISCONSIN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 75 employees comprised of 45 investment and 30 non-investment staff. The total number of Employees increased by 120.59% over the last 5-years.
Their $4.29Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 58 other accounts. Assets of High Net Worth Individuals clients own $2.06Bn or 48.08% of Total Assets and Individuals own $740.77mn or 17.25% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
NICOLET WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.