Nolet Wealth Management, Llc
- Regulatory AUM
- $273M
- Discretionary
- $273M
- Clients
- 3
- Avg AUM / client
- $90.9M
- Accounts
- 40
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 3 | $273M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Edward Nolet | Managing Member/Cco | Nov 2023 (3y) | 75% or more | |
| Jared Dawson Cline | Registered representative | Jan 2024 (3y) | ||
| Madison Raye Nadler | Registered representative | Jan 2026 (1y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/27/2026 | 904 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $214M (78% of AUM) Jan 2026
- Fidelity Brokerage Services $128M (97% of AUM) Sep 2025
- J.P. Morgan $104M (76% of AUM) Jun 2024
- Morgan Stanley $21.0M (15% of AUM) Jun 2024
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 27, 2026.
View current Form ADV (SEC/IAPD) ↗