$272.6M Total AUM
$272.6M Disc. AUM
-- 3Y CAGR
4 Employees
4 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2024
- Office Locations
- 2
Office Locations
306 W 7TH Street STE 640 Fort Worth TX
-- -- --
About Nolet Wealth Management, LLC
Nolet Wealth Management is an independent, SEC-registered multi-family office serving ultra-high-net-worth families. The firm centralizes family financial management and provides tailored wealth advisory and portfolio oversight to steward multigenerational legacies, with an Addepar-based client portal for reporting and collaboration.
Team overview
47 AVG AGE
$90.9M AVG AUM / ADVISOR
$68.1M AVG AUM / CLIENT
1.9 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID EDWARD NOLET
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4861861
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Jared Dawson Cline
Director
- CRD
- #7669769
Available
Available
Available
J
Jared Cline
Director of Investments
- CRD
- --
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,586,305 | $6,814,658 |
| Non-Discretionary | $0 | -- |
| Total | $272,586,305 | $6,814,658 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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