AUMdb

Nytrx Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 312141 · SEC file 801-120218 · · nytrx.com
☆ Save with Pro ADV data as of Jan 12, 2026
Regulatory AUM
$2.6M
Discretionary
$2.6M
Clients
8
Avg AUM / client
$329K
Accounts
23
Employees
1

AUM over time

$0 $2.6M
Dec 22, 2020 Jan 12, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 12, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 8 $2.6M 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Quenton Carl Nolte Managing Member & Chief Compliance Officer May 2010 (16y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/12/2026 984 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses
  • Pension consulting services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 12, 2026.

View current Form ADV (SEC/IAPD) ↗