Nichols Wealth Partners

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

1801 N Military Trl Ste 120, Boca Raton,...

Phone Number

(866) 477-6113

Revenue

$6.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
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1

About Nichols Wealth Partners

Nichols Wealth Partners is an independent fiduciary advisory firm dedicated to helping clients achieve their financial goals through personalized wealth and investment management. They focus on building long-term relationships and providing customized financial plans that prioritize clients' best interests. The firm offers guidance through significant life milestones, ensuring clients have the support they need to create a lasting legacy. Their services include comprehensive financial planning, investment strategies, and accountability coaching to enhance clients' financial well-being.Explore more
Nichols Wealth Partners's Social MediaPopular SearchesNichols Wealth PartnersChris Nicholscom NicholswealthpartnersSIC Code 62,628NAICS Code 52,523Show more

Nichols Wealth Partners Org Chart

PhoneEmail
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Director, Life Insurance & Estate Planning

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MN
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Director, Operations

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Director, Marketing & Events

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TD
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Director, Business Development

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MF
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Senior Wealth Advisor

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Wealth Advisor

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Associate Wealth Advisor

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nichols Wealth Partners

$6.4M
11-50
Private
-
1999
SR
Scott RobertsDirector, Life Insurance & Estate Planning
$5.7M
11-50
Private
-
1983
MB
Mark BainManaging Director, Senior Wealth Advisor
$5.5M
1-10
Private
-
2007
JB
Jeffrey BurandtPresident & Founding Principal
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
1996
Allyn Albritton, Chief of Staff at Albritton Financial Services
Allyn AlbrittonChief of Staff
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
Scott Danek, Founder & Wealth Advisor at Equanimity Wealth Management
Scott DanekFounder & Wealth Advisor
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Nichols Wealth Partners Tech Stack

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Nichols Wealth Partners News & Media

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Frequently Asked Questions Regarding Nichols Wealth Partners

What is Nichols Wealth Partners's official website?
Nichols Wealth Partners's official website is www.nicholswealth.com
What is Nichols Wealth Partners's Revenue?
Nichols Wealth Partners's revenue is $6.4 Million
What is Nichols Wealth Partners's SIC code?
Nichols Wealth Partners's SIC: 62,628
What is Nichols Wealth Partners's NAICS code?
Nichols Wealth Partners's NAICS: 52,523
How many employees does Nichols Wealth Partners have?
Nichols Wealth Partners has 11-50 employees
What industry does Nichols Wealth Partners belong to?
Nichols Wealth Partners is in the industry of: Finance, Securities Trading
What is Nichols Wealth Partners competition?
Nichols Wealth Partners top competitors include: Hal Otey Financial, Cwm, Bain Wealth Management, Equanimity Wealth Management
What technology does Nichols Wealth Partners use?
Some of the popular technologies that Nichols Wealth Partners uses are: WordPress.org, PHP, Google Cloud Web Serving, Google Cloud Platform
How do I contact Nichols Wealth Partners?
Nichols Wealth Partners contact info: Phone number: (866) 477-6113 Website: www.nicholswealth.com
What does Nichols Wealth Partners do?

Nichols Wealth Partners is an independent fiduciary advisory firm dedicated to helping clients achieve their financial goals through personalized wealth and investment management. They focus on building long-term relationships and providing customized financial plans that prioritize clients' best interests. The firm offers guidance through signific... ant life milestones, ensuring clients have the support they need to create a lasting legacy. Their services include comprehensive financial planning, investment strategies, and accountability coaching to enhance clients' financial well-being.Read More

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

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