$116.8M Total AUM
$116.8M Disc. AUM
-- 3Y CAGR
6 Employees
139 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2025
- Office Locations
- 1
Office Locations
1731 Technology Dr. STE 570 SAN Jose CA
About NIM Wealth Solutions
NIM Wealth Solutions is a SAN Jose-based RIA. The firm has been operating for 1 years. Managing $116.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
49 AVG AGE
$29.2M AVG AUM / ADVISOR
$840.0K AVG AUM / CLIENT
1 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
G
GABRIELA CHENG MECHEM
Chief Compliance Officer, Managing Member
- CRD
- #8035414
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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G
Garrison Daniel Hunter
--
- CRD
- #8098636
Available
Available
Available
L
LAURA ALICIA LOPEZ MACIAS
--
- CRD
- #8158741
Available
Available
Available
Showing 2 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,755,871 | $386,609 |
| Non-Discretionary | $0 | -- |
| Total | $116,755,871 | $386,609 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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