Nicholson WMG
Nicholson Wealth Management Group, LLC Finance
Simply, we help affluent clients build, manage, protect, and transfer wealth.
- Downloads
- 22+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jul 19
- 2026 · v5.23.0
Screenshots
About Nicholson WMG
We are a boutique firm providing comprehensive planning and investment counsel for high-net worth families, foundations, endowments and select institutions. Leveraging decades of expertise, we are a process driven, disciplined investment asset manager dedicated to servicing each client's unique needs. We leverage technical analysis to identify and help protect our clients against undue risk.
This Mobile App allows you secure access to view your account, investment plan and important documents.
This Mobile App allows you secure access to view your account, investment plan and important documents.
What’s new
Version 5.23.0 · Updated July 19, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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