RIA Intel›Advisers›Virginia›NICOLETTE FINANCIAL ADVISORS LLC

NICOLETTE FINANCIAL ADVISORS LLC

Advisory

VA

Data as of Jan 14, 2026 · Source: SEC Form ADV

Average account

$249K

across 104 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$0

Non-Discretionary AUM$26M

Discretionary %0%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, VA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

33 clients

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

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Advisers of similar size in VA

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

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B&L WEALTH GROUP, LLC

$26M

KINGDOM CAPITAL ADVISORS, LLC

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