Overview
Assets Under Management: $132 million
Headquarters: FORT WORTH, TX
Frequently Asked Questions
NOLET WEALTH MANAGEMENT, LLC 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 #329186), NOLET WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NOLET WEALTH MANAGEMENT, LLC is headquartered in FORT WORTH, TX.
According to their SEC Form ADV, NOLET WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NOLET WEALTH MANAGEMENT, LLC manages $132 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, NOLET WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Total Client Accounts: 17
Discretionary Accounts: 17
Regulatory Filings
CRD Number: 329186
Last Filing Date: 2025-01-21 00:00:00
Website: https://noletwealth.com