Overview
Assets Under Management: $273 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 3
Average Client Assets: $90.9 million
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.
NOLET WEALTH MANAGEMENT, LLC serves 3 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
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 $273 million in client assets according to their SEC filing dated January 27, 2026.
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
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $90.9 million
Total Client Accounts: 40
Discretionary Accounts: 40
Regulatory Filings
CRD Number: 329186
Filing ID: 2044958
Last Filing Date: 2026-01-27 11:51:09