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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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®.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS JOHN WEISERT
Chief Compliance Officer, President
- CRD
- #5006159
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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