David Alexis Nicholas
Investment adviser representative at Nicholas Wealth Management
18 yearsExperience
2 statesRegistered in
$739.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- World Equity Group, Inc.Jul 2019 to now
- Bluepath Capital, LLCMay 2016 to now
- AnnuityusaFeb 2016 to now
- Nicholas Wealth ManagementAug 2008 to now
- 1st Global Capital Financial ServicesJun 2017 to Dec 2017
- Triumph Wealth Advisors, Inc.Jun 2013 to Jan 2022
- Taylor Capital Management, Inc.Apr 2013 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Nicholas Wealth Management
Legal name: Nicholas Wealth, LLC
$739.8MAssets managed
1,072Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5211508
- Firm CRD
- 282635