NOLET WEALTH MANAGEMENT, LLC

NOLET WEALTH MANAGEMENT, LLC of FORT WORTH, TX is an SEC-registered investment adviser (CRD 329186). Regulatory assets under management: $272.6M.

Registration

• CRD: 329186
• SEC file number: 801-129319
• Type: Registered investment adviser
• Location: 306 W 7TH STREET, STE 640, FORT WORTH, TX, 76109
• Phone: 817-350-4342
• Latest filing: 2026-01-27
• Regulatory AUM: $272.6M
• Discretionary AUM: $272.6M
• Clients: 4
• Accounts: 40

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329186 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search