Nicolet Wealth Management

Registered investment advisor · Green Bay, Wisconsin · CRD #283940

Assets Under Management

$4.3B

Client Accounts

9,812

Employees

CRD Number

283940

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fifth Third Bank

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Nicolet Wealth Management

Nicolet National Bank is a full-service community bank based in Green Bay, Wisconsin. It serves customers primarily in Wisconsin, Michigan, and Minnesota through approximately 57 branches and a dedicated team of nearly 950 employees. As a subsidiary of Nicolet Bankshares, Inc., it is the second-largest Wisconsin-based bank holding company, managing around $9 billion in assets. Founded in 2000, Nicolet National Bank emphasizes shared success among its customers, shareholders, and employees. The

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Nicolet Wealth Management

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Frequently Asked Questions

What is Nicolet Wealth Management's AUM?

Nicolet Wealth Management reports approximately $4.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Nicolet Wealth Management headquartered?

Nicolet Wealth Management is headquartered in Green Bay, Wisconsin.

What is Nicolet Wealth Management's CRD number?

Nicolet Wealth Management's CRD number is 283940. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.