RIA IntelAdvisersIllinoisDALEIDEN, NICHOLAS JAMES, SOLE PROPRIETOR

DALEIDEN, NICHOLAS JAMES, SOLE PROPRIETOR

Advisory

IL

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in IL
#1,413
of 1,719 advisers by AUM
Average account
$413K
across 52 accounts
AUM per adviser
$22M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM
$22M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

ENVISION WEALTH PLANNING INC.
CHICAGO, IL
$22M
NEW CUMNOCK CONSULTING, INC.
WINNETKA, IL
$22M
KPH/INVEST, INC.
CHICAGO, IL
$22M
+28.2% 1Y
ONTHREE MANAGEMENT, LLC
CHICAGO, IL
$21M
+8.2% 1Y
STOREHOUSE WEALTH MANAGEMENT, LLC
PEORIA, IL
$21M
HANOLD ASSET MANAGEMENT, LLC
$22M

Get the full picture on DALEIDEN, NICHOLAS JAMES, SOLE PROPRIETOR

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DALEIDEN, NICHOLAS JAMES, SOLE PROPRIETOR and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans