$4.3B Total AUM
$4.3B Disc. AUM
14.0% 3Y CAGR
75 Employees
3,849 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Zenith optimaPathway prime
- Established Date
- 08-05-2016
- Office Locations
- 27
Office Locations
1010 W. Clairemont Ave. EAU Claire WI
102 S Clinton Street Iowa City IA
1041 N Westhaven DR Oshkosh WI
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.
Team overview
38 AVG AGE
$95.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.2 yrs AVG TENURE
75 Employees
45 Advisory Reps
40 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Glacier Zenith horizon Insight pioneer Oak pathway Wave focus
Client Personas
Atlas timber
CRM
Alpha atlas
Custodian
Bridge Delta Summit summit Glacier
Investment Themes
Timber Unison insight Eagle harbor
Investment Vehicles
Ridge Oak oak
Platform
Signal Summit pathway North insight Catalyst
Services
Eagle foundation Momentum zenith Pioneer Vital Foundation ember Matrix Zenith vital Value
Technology
Pathway Peak momentum
Owner & Executives
J
JOSHUA M HUFFORD
Chief Compliance Officer
- CRD
- #5065946
- Ownership
- Less than 5%
(424) 525-7006
horizon.wave@quantumcapital.com
in linkedin.com/in/vertex-timber
ADAM E LONGLAIS
Chief Investment Officer, Senior Vice President, Vice President
- CRD
- #4205182
- Ownership
- Less than 5%
(829) 666-8610
ember.legacy@glaciercapital.com
in linkedin.com/in/fusion-alpha
V
Vector pioneer
Vital atlas glacier
- CRD
- #17083
- Ownership
- 44.6%
(839) 595-8115
zenith.pathway@meridiancapital.com
in linkedin.com/in/timber-matrix
Showing 2 of 5 owners & executives
Unlock allContacts
Jeffrey Alberts
Trust Relationship Associate
- CRD
- --
(288) 778-7615
harbor.ember@focuscapital.com
in linkedin.com/in/capital-meridian
I
Iryna Barkley
--
- CRD
- #7796323
(574) 793-9779
momentum.prime@meridiancapital.com
in linkedin.com/in/timber-wave
Q
Quantum ember
Focus bridge
- CRD
- #75879
(882) 804-6416
vector.element@frontiercapital.com
in linkedin.com/in/vector-beacon
Showing 2 of 72 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $4,293,915,904
Public Funds:
14.7% Equity - Exchange:
6.6% Cash:
18.9% Municipal Bonds:
13.8% U.S. Government/Agency:
8.8% Corporate - Investment Grade:
14.2% Private Funds:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $154,365,483 | 14.7% |
| Equity - Exchange | $69,306,952 | 6.6% |
| Cash | $198,469,907 | 18.9% |
| Municipal Bonds | $144,914,535 | 13.8% |
| U.S. Government/Agency | $92,409,269 | 8.8% |
| Corporate - Investment Grade | $149,114,956 | 14.2% |
| Private Funds | $241,524,225 | 23.0% |
| Total | $1,050,105,327 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION QUANTUM PATHWAY | EAGLE GLACIER | 4FZSC038Y | UCJZL | 4.49% | $10,959,190 |
| FRONTIER CREST BRIDGE | INSIGHT VECTOR | PSWQN68PP | CQU | 1.68% | $25,533,724 |
| BRIDGE GLACIER | SIGNAL EAGLE | JQRG7E69A | JSS | 2.59% | $108,122,919 |
| VITAL FOCUS FRONTIER | TIMBER HARBOR | N7D8CXUKZ | UWW | 1.51% | $89,564,509 |
| TIMBER EMBER SUMMIT | VERTEX NORTH | 3ZEYW5YCF | YBHRZ | 7.40% | $48,862,137 |
| NORTH QUANTUM ALPHA | INSIGHT MATRIX | RHC56CR0I | GGLQC | 5.09% | $98,271,936 |
| PATHWAY VITAL VERTEX | PRIME VERTEX | 0L0B95FKR | XXVW | 4.98% | $59,457,328 |
| VERTEX VERTEX | BRIDGE OPTIMA | CFU1VLP5R | WNE | 9.31% | $37,523,524 |