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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-10-2025
- Office Locations
- 1
Office Locations
About 46 North Financial
46° North Financial is a Colorado-based, fee-only fiduciary RIA providing comprehensive financial planning and investment management for successful professionals and families. The firm emphasizes simplifying complex finances, with planning depth in equity compensation/stock options, tax planning and asset location, and retirement plan design for self-employed and small business owners, led by founder Nick Weisert, CFP®.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 69 clients, or 69 clients per representative. That equates to $875.6K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full 46 North Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICHOLAS JOHN WEISERT
Chief Compliance Officer, President
- CRD
- #5006159
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,417,450 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,417,450 | -- |
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Separately Managed Accounts
SMA allocation detail is available
46 North Financial has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.