# NICHOLSON WEALTH MANAGEMENT GROUP, LLC

NICHOLSON WEALTH MANAGEMENT GROUP, LLC of CHARLESTON, SC is an SEC-registered investment adviser.

## Registration

- CRD: 327001
- Type: SEC-registered investment adviser
- SEC file number: 801-128554
- Location: 8 N. ADGERS WHARF, CHARLESTON, SC, 29401
- Phone: 843-790-2625
- Latest filing: 2026-06-02
- Regulatory AUM: $322.0M
- Discretionary AUM: $322.0M
- Clients: 4
- Accounts: 543

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Lonny Scott Elfenbein | CHIEF COMPLIANCE OFFICER | — |
| Joseph Laurens Nicholson | PRESIDENT AND MEMBER | — |
| WOODARD KEVIN SEAN | MEMBER AND MANAGER | — |
| Elfenbein Lonny Scott | CHIEF COMPLIANCE OFFICER | — |
| NICHOLSON JOSEPH LAURENS | PRESIDENT AND MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327001/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327001/similar
- Related entities: https://search.stillhousedata.com/firm/327001/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327001

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.