Overview
Assets Under Management: $117 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 74
Average Client Assets: $1.0 million
Frequently Asked Questions
NIM WEALTH SOLUTIONS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334754), NIM WEALTH SOLUTIONS is subject to fiduciary duty under federal law.
NIM WEALTH SOLUTIONS is headquartered in SAN JOSE, CA.
NIM WEALTH SOLUTIONS serves 74 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, NIM WEALTH SOLUTIONS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
NIM WEALTH SOLUTIONS manages $117 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, NIM WEALTH SOLUTIONS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.45%
Average Client Assets: $1.0 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 334754
Filing ID: 2069710
Last Filing Date: 2026-03-10 16:54:19