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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-05-2016
- Office Locations
- 22
Office Locations
About Nicolet Wealth Management
Nicolet Wealth Management (Nicolet Bank) provides investment management and financial planning for retail and institutional clients, including portfolio construction, estate and retirement planning, and insurance solutions. Portfolios commonly use ETFs, mutual funds and index-based asset allocation alongside fixed income and select alternatives. Distribution teams should note custody support for Charles Schwab and integrations with Orion/Envestnet and eMoney.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM increased 11.6%, from $3.8B to $4.3B.
Across 5 reported observations, AUM increased 194.9% between March 31, 2022 and March 31, 2026, from $1.5B to $4.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 45 advisory representatives and 3,849 clients, or 85.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 22 reported office locations and 10 years in operation. The source data was last updated on March 31, 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
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Nicolet Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSHUA M HUFFORD
Chief Compliance Officer
- CRD
- #5065946
- Ownership
- Less than 5%
ADAM E LONGLAIS
Chief Investment Officer, Senior Vice President, Vice President
- CRD
- #4205182
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Jeffrey Alberts
Trust Relationship Associate
- CRD
- --
Iryna Barkley
--
- CRD
- #7796323
Showing 2 of 71 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,292,299,178 | $437,499 |
| Non-Discretionary | $1,616,726 | $1,616,726 |
| Total | $4,293,915,904 | $437,619 |
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Separately Managed Accounts
SMA allocation detail is available
Nicolet Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nicolet Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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