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NOLET WEALTH MANAGEMENT, LLC

dba NOLET WEALTH MANAGEMENT, LLC · CRD 329186 · Registered Investment Adviser

NOLET WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in FORT WORTH, TX. The firm reports $272,586,305 in regulatory assets under management across 40 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$272,586,305
Non-discretionary$0
Total RAUM$272,586,305
Accounts40

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 329186. adviserinfo.sec.gov/firm/summary/329186.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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