$107.7M Total AUM
$107.7M Disc. AUM
-- 3Y CAGR
5 Employees
225 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-2014
- Office Locations
- 1
Office Locations
85 South Main Street Hudson OH
About NYE Wealth Management LLC
Nye Wealth Management provides investment planning and portfolio management with a retirement-planning focus, including retirement income design, Social Security and pension benefit analysis, tax-efficient strategies, insurance/annuity and long-term care planning, and legacy/estate planning. The firm also runs live educational seminars; custody includes Charles Schwab.
Team overview
60 AVG AGE
$107.7M AVG AUM / ADVISOR
$478.7K AVG AUM / CLIENT
12.4 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
E
ERIC ALLEN NYE
Advisor, Chief Compliance Officer, President
- CRD
- #2106058
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,700,000 | $478,667 |
| Non-Discretionary | $0 | -- |
| Total | $107,700,000 | $478,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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