Managing Member, Chief Compliance Officer · Michels Family Financial, LLC
Nicholas E. Michels
CRD 5646284 · Named on Form ADV at one SEC-registered adviser
At a glance
Michels Family Financial, LLC, an SEC-registered wealth manager based in Fort Worth, TX with $348 million in regulatory assets, lists Nicholas E. Michels on its Form ADV as Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Michels Family Financial, LLCManaging Member, Chief Compliance OfficerWealth manager · Fort Worth, TX · $348M in regulatory assets
AtlasMembers
Nicholas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.