# NYE Wealth Management LLC

> NYE Wealth Management LLC is an SEC-registered investment advisory firm in Hudson, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 170415
- Filed as: NYE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hudson, OH
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170415
- AdvisorCensus page: https://advisorcensus.com/firm/nye-wealth-management-llc-hudson-oh-170415

## Quick answers

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

**How much does NYE Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Flat fee: $2,500 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is NYE Wealth Management LLC located?**
NYE Wealth Management LLC's principal office is in Hudson, OH, according to its Form ADV.

**Is NYE Wealth Management LLC registered with the SEC or a state?**
NYE Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 170415.

**How much does NYE Wealth Management LLC manage?**
NYE Wealth Management LLC reports $107,700,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**How have NYE Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for NYE Wealth Management LLC: Regulatory assets under management: $106,837,856 in the October 2025 data and $107,700,000 in the October 2026 data, up 1%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does NYE Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200); high net worth individuals (25).

**Which custodians does NYE Wealth Management LLC use?**
NYE 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 NYE 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/170415

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Flat fee: $2,500 to $10,000 (financial planning services)

> NWM offers financial planning services on a fixed fee basis ranging from $2,500 to $10,000, which may be negotiable at the sole discretion of the Advisor depending on the nature and complexity of each Client’s circumstances.

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: $107,700,000
- Discretionary: $107,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 200 | $68,600,000 |
| High net worth individuals | 25 | $39,100,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gettingretirementready.com
- nyewealth.com
- Facebook @NyeWealthManagement
- LinkedIn @nye-wealth-management
- X @Nye_Wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $106,837,856 | 4 | March 30, 2025 |
| October 2026 | $107,700,000 | 5 | February 24, 2026 |

Regulatory assets under management: $106,837,856 in the October 2025 data and $107,700,000 in the October 2026 data, up 1%.
Total employees: 4 in October 2025 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. NYE Wealth Management LLC (CRD 170415): Form ADV filing data as of October 2026.