Nicholas Wealth Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

2859 Paces Ferry Rd SE Ste 420, Atlanta,...

Phone Number

(404) 890-5606

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Nicholas Wealth Management

Nicholas Wealth Management specializes in comprehensive wealth management services, focusing on personalized retirement planning. Their offerings include income, investment, tax, health care, and legacy planning, all designed to provide financial security for clients as they approach retirement. The firm emphasizes client-centered relationships and trusted expertise to help clients grow and protect their wealth. Their target clients are individuals preparing for retirement who seek tailored financial strategies to ensure a confident transition into this new phase of life.Explore more
Nicholas Wealth Management's Social MediaPopular SearchesNicholas Wealth ManagementNicholas Capital Management LLCDavid NicholasNicholas & Company Inc Dba Nicholas Wealth Managem...Nicholas Company IncSIC Code 62,628NAICS Code 52,523Show more

Nicholas Wealth Management Org Chart

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nicholas Wealth Managemen...

<$5M
1-10
Private
-
2008
CP
Cynthia PanianDirector, Operations
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
-
1986
JG
James GissyChief Operating Officer
<$5M
1-10
Private
-
-
JB
Jack BurkVice President
<$5M
1-10
Private
-
1998
BW
Brittany WalterDirector, Wealth Planning
<$5M
1-10
Private
-
2005
NA
Natalie AnziniDirector, Marketing & Engagement
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Nicholas Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Nicholas Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Nicholas Wealth Management.

Nicholas Wealth Management Tech Stack

A closer look at the technologies used by Nicholas Wealth Management

Most Recent Scoops

Facilities Relocation / Expansion
Nicholas Wealth Management is planning to move offices in May 2024. The move will impact approximately 10 employees at the existing office located at 218 Roswell St Ne, Suite # 200, Marietta, GA.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Nicholas Wealth Management is planning to move its offices in April 2022. The move will impact employees at their existing office located at 2859 Paces Ferry Rd Se , Suite #420, Atlanta, GA.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
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Nicholas Wealth Management News & Media

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Frequently Asked Questions Regarding Nicholas Wealth Management

What is Nicholas Wealth Management's official website?
Nicholas Wealth Management's official website is www.nicholaswealth.com
What is Nicholas Wealth Management's Revenue?
Nicholas Wealth Management's revenue is <$5 Million
What is Nicholas Wealth Management's SIC code?
Nicholas Wealth Management's SIC: 62,628
What is Nicholas Wealth Management's NAICS code?
Nicholas Wealth Management's NAICS: 52,523
How many employees does Nicholas Wealth Management have?
Nicholas Wealth Management has 1-10 employees
What industry does Nicholas Wealth Management belong to?
Nicholas Wealth Management is in the industry of: Finance, Securities Trading
What is Nicholas Wealth Management competition?
Nicholas Wealth Management top competitors include: Bulman Wealth Group, Paradigm Group, The Holland Group, Young Wealth Management
What technology does Nicholas Wealth Management use?
Some of the popular technologies that Nicholas Wealth Management uses are: Q4, Blackbaud, WordPress.org, Blackbaud Luminate
How do I contact Nicholas Wealth Management?
Nicholas Wealth Management contact info: Phone number: (404) 890-5606 Website: www.nicholaswealth.com
What does Nicholas Wealth Management do?

Nicholas Wealth Management specializes in comprehensive wealth management services, focusing on personalized retirement planning. Their offerings include income, investment, tax, health care, and legacy planning, all designed to provide financial security for clients as they approach retirement. The firm emphasizes client-centered relationships and... trusted expertise to help clients grow and protect their wealth. Their target clients are individuals preparing for retirement who seek tailored financial strategies to ensure a confident transition into this new phase of life.Read More

What are Nicholas Wealth Management social media links?
Nicholas Wealth Management Linkedin page Nicholas Wealth Management Twitter page Nicholas Wealth Management Facebook page
Is Nicholas Wealth Management a public company?
Nicholas Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Nicholas Wealth Management

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