NIM WEALTH SOLUTIONS INC.

NIM WEALTH SOLUTIONS INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 334754). Regulatory assets under management: $116.8M.

Registration

• CRD: 334754
• SEC file number: 801-135633
• Type: Registered investment adviser
• Location: 1731 TECHNOLOGY DR., STE 570, SAN JOSE, CA, 95110
• Phone: 888 322 2009
• Latest filing: 2026-05-08
• Regulatory AUM: $116.8M
• Discretionary AUM: $116.8M
• Clients: 6
• Accounts: 302

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334754 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search