# Nolet Wealth Management, LLC

> Nolet Wealth Management, LLC is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 329186
- Filed as: NOLET WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329186
- AdvisorCensus page: https://advisorcensus.com/firm/nolet-wealth-management-llc-fort-worth-tx-329186

## Quick answers

**How is Nolet Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nolet Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Nolet Wealth Management, LLC located?**
Nolet Wealth Management, LLC's principal office is in Fort Worth, TX, according to its Form ADV.

**Is Nolet Wealth Management, LLC registered with the SEC or a state?**
Nolet Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329186.

**How much does Nolet Wealth Management, LLC manage?**
Nolet Wealth Management, LLC reports $272,586,305 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**How have Nolet Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Nolet Wealth Management, LLC: Regulatory assets under management: $136,610,746 in the October 2024 data and $272,586,305 in the October 2026 data, up 100%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nolet Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Which custodians does Nolet Wealth Management, LLC use?**
Nolet Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Nolet Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329186

**Does Nolet Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 27, 2026 says: "Nolet requires a minimum account size of $100,000 to enter into an Advisory Agreement. However, Nolet retains the discretion to lower or waive said minimum."

**What changed in Nolet Wealth Management, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $131,699,869 to $272,586,305 (+107%). Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Nolet requires a minimum account size of $100,000 to enter into an Advisory Agreement. However, Nolet retains the discretion to lower or waive said minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $272,586,305
- Discretionary: $272,586,305
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $272,586,305 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- noletwealth.com
- LinkedIn @nolet-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $136,610,746 | 3 | June 12, 2024 |
| October 2025 | $131,699,869 | 3 | January 21, 2025 |
| October 2026 | $272,586,305 | 4 | January 27, 2026 |

Regulatory assets under management: $136,610,746 in the October 2024 data and $272,586,305 in the October 2026 data, up 100%.
Total employees: 3 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $131,699,869 to $272,586,305 (+107%).
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nolet Wealth Management, LLC (CRD 329186): Form ADV filing data as of October 2026.