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Nicholas Wealth Management

Nicholas Wealth Management Email Formats

Financial ServicesFlag of USMarietta, Georgia, United States11-20 Employees

Nicholas Wealth Management Email Formats

Nicholas Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@nicholaswealth.com), used 87.5% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@nicholaswealth.com
87.5%
{first initial}{last name}
jdoe@nicholaswealth.com
12.5%

Key Contact at Nicholas Wealth Management

Flag of US

Cyndi Panian

Director Of Operations

Company overview

Headquarters218 Roswell St NE, Suite 200, Marietta, GA 30060, US
Phone number+14048905606
Website
NAICS52
SIC628
Keywords
Financial Advising, Wealth Management, Portfolio Management, Insurance
Founded2008
Employees11-20
Socials

About Nicholas Wealth Management

Nicholas Wealth Management is a full service financial and retirement planning firm. Our investment model, coupled with our singular focus on safety of principal creates a unique and comprehensive wealth management solution for our clients. Nicholas Wealth Management was founded with the goal of creating a wealth management firm that addresses the weaknesses in the services provided by traditional investment management firms: namely, risk and loss of principal, inferior investment performance, inflexible and inactive portfolio advising and insufficient client service. At Nicholas Wealth Management we serve our clients financial needs with the highest degree of specialized service. No two clients are alike and our unique approach tailors financial plans with specialized attention to meet the need of our most sophisticated clients. Securities offered through World Equity Group, Member FINRA/SIPC. Investment advisory services offered through BluePath Capital Management, LLC and Triumph WealthAdvisors. Nicholas Wealth Management, BluePath Capital Management and Triumph Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager
Entry
Director

Employees by Department

Nicholas Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Nicholas Wealth Management has never raised funding before.

Nicholas Wealth Management Tech Stack

Discover the technologies and tools that power Nicholas Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Adobe Fonts

Adobe Fonts

Font scripts

Google Tag Manager

Google Tag Manager

Tag managers

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Facebook Pixel

Facebook Pixel

Analytics

GSAP

GSAP

JavaScript frameworks

core-js

core-js

JavaScript libraries

PWA

PWA

Miscellaneous

AddToAny

AddToAny

Widgets

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Nicholas Wealth Management is located in Marietta, Georgia, US.
You can reach Nicholas Wealth Management at +14048905606.
Nicholas Wealth Management was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
Nicholas Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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