NELSON SECURITIES,INC.
Doing business as WEALTH ASSET MANAGERS. SEC Form ADV profile.
Total regulatory AUM
$321,863,711
Discretionary
$294,890,524
Non-discretionary
$26,973,187
Firm details
- CRD number
- 14377
- SEC file number
- 801-41346
- Main office
- SPOKANE, WA, United States
- Employees
- 15
- SEC status
- Approved
- Website
- HTTP://WWW.NELSONSECURITIES.COM
- Fee structure
-
Percentage of AUM
As of October 2026.