SourcingSourcing

NICHOLSON WEALTH MANAGEMENT GROUP, LLC

B64
CRD 327001·SEC 801-128554·CHARLESTON, SC
AUM
$322.0M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$966K
@ 30% margin
Est. Deal Value
$7.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD
327001
SEC file #
801-128554
EIN
823146189
DBA names
Nicholson Wealth Management Group

Economics

AUM
$322.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$291.3M → $322.0M▲ +11%
Client mix
Individuals Other123
Individuals High Net Worth82

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
linkedin.com/company/nicholson-wealth-management-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NICHOLSON, JOSEPH, LAURENS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
NICHOLSON, JOSEPH, LAURENS
Elfenbein, Lonny, Scott
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:nicholson.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
7,366
Form 5500 Compensation Trajectory 3y
20257,366
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
7,366
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002035982
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2024-10-23
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001765380-26-000146

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade5
Edgar Addresses
Mailing
8 N. ADGERS WHARFCHARLESTOWN, SC 29401
Business
8 N. ADGERS WHARFCHARLESTOWN, SC 29401
Edgar EIN
823146189
Edgar Recent Filings
13F-HR2026-05-04 · 0001765380-26-000146
13F-HR2026-01-26 · 0001765380-26-000030
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2094678
Trust Company Affiliate
No

People (3)

3
NICHOLSON, JOSEPH, LAURENS
IAR · Direct Owner · 87.5%
2094678
Lonny Scott Elfenbein
Executive Officer · 2.5%
2937038
JOHN D WAGNER
IAR
5858717