Nye Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Nye Wealth Management reports 225 clients. They include 200 individual clients and 25 high-net-worth individuals. Of its assets, 100.0% ($108M across 225 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 64% |
| High-net-worth individuals | 11% | 36% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 200 | $68.6M | 63.7% | $343K |
| High-net-worth individuals | 25 | $39.1M | 36.3% | $1.56M |
| Total | 225 | $108M | 100% | $479K |
- Clients
- 200
- Regulatory AUM
- $68.6M
- AUM share
- 63.7%
- Avg. per client
- $343K
- Clients
- 25
- Regulatory AUM
- $39.1M
- AUM share
- 36.3%
- Avg. per client
- $1.56M
Total
- Clients
- 225
- Regulatory AUM
- $108M
- AUM share
- 100%
- Avg. per client
- $479K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Nye Wealth Management charges 0.30%–1.00% a year for its Wealth management advisory fee. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Educational workshops and seminars
- Fee negotiable; generally a flat fee per event or per participant.
- Financial planning services
- Fixed fee of $2,500 to $10,000, negotiable, or hourly at $75 to $250 per hour.
Eric Nye owns 75% or more of Nye Wealth Management. The leadership team of Nye Wealth Management includes President Eric Nye. It has 5 employees, 1 of them in advisory roles.
Leadership
Eric NyePresident, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- 3 insurance agents
- Owns 75% or more of Nye Wealth Management LLC
Eric Nye
Control person · since January 2014
Nye Wealth Management’s regulatory assets went from $107M (March 2025) to $108M (February 2026); clients were 225 in both filings and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $108M | 225 | 5 | 1 |
| March 2025 | $107M | 232 | 4 | 1 |
Besides its headquarters, Nye Wealth Management has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 85 South Main Street, HudsonHQ
Contact and registration details
- Legal name
- Nye Wealth Management LLC
- Headquarters
- 85 South Main Street, Hudson, OH 44236
- Website
- nyewealth.com
- Phone
- 330-656-0007
- @nye-wealth-management
- SEC file
- 801-132608
- Structure
- Ohio LLC
- Fiscal year end
- December
Nye Wealth Management uses Charles Schwab ($108M) as custodian for its separately managed accounts. Nye Wealth Management has custody of $77.8M in client assets for 346 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $108M100%
At year end, Nye Wealth Management’s separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks3%
- Funds92%
- Cash5%
How many clients does Nye Wealth Management have?
Nye Wealth Management has 225 clients and manages $108 million for them, as of February 2026. They include 200 individual clients and 25 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does Nye Wealth Management offer?
Nye Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Nye Wealth Management charge?
Nye Wealth Management charges 0.30%–1.00% a year for its Wealth management advisory fee. The fee is billed in advance and is negotiable.
Source: NYE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT, filed 24 February 2026
Which custodians does Nye Wealth Management use?
Nye Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $108M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does Nye Wealth Management have?
Nye Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Nye Wealth Management invest in?
At the end of its last fiscal year, Nye Wealth Management’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Nye Wealth Management?
Nye Wealth Management’s direct owner is Eric Nye (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does Nye Wealth Management get paid?
Nye Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Nye Wealth Management registered with the SEC?
Yes, Nye Wealth Management has been registered with the SEC as an investment adviser since 29 April 2025. Its CRD number is 170415 and its SEC file number is 801-132608.
Source: Form ADV Part 1A, Item 1, filed 24 February 2026; IAPD firm record
How do I contact Nye Wealth Management?
Nye Wealth Management’s main office is at 85 South Main Street, Hudson, OH 44236. Its phone number is 330-656-0007. Its website is nyewealth.com.