RIA Intel›Advisers›Illinois›NICHOLS WEALTH ADVISORS, LLC

NICHOLS WEALTH ADVISORS, LLC

Advisory

Data as of Apr 11, 2025 · Source: SEC Form ADV

Rank in IL

#1,542

of 1,719 advisers by AUM

Average account

$463K

across 21 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 11, 2025.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, IL, IN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

11 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

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

SMR STRATEGIC INVESTMENTS, LLC

$10M

WHISPER WEALTH BUILDERS, LLC

$10M

SILVERHELIX, INC.

CRYSTAL LAKE, IL

$10M

AVENUE 90 FINANCIAL LLC

$10M

BLACKBAY CAPITAL ADVISORS LLC

$10M

-65.0% 1Y

MAST INVESTMENT ADVISORS LLC

$10M

Get the full picture on NICHOLS WEALTH ADVISORS, LLC

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

Create a free account →See plans