Verified 10 Nov 2026
Nolet Wealth Management, LLC
Nolet Wealth Management, LLC is an independent multi-family office in Fort Worth, Texas, that works with a small number of ultra-high-net-worth families. Its services cover public markets portfolios, recommendations on private funds and direct investments, cash flow planning, consolidated reporting, oversight of outside providers and philanthropic structuring. Its Form ADV filed on 27 January 2026 reported $273 million in regulatory assets for three high-net-worth clients.
- Type
- Multi-family office
- Location
- Fort Worth, Texas, United States
- Sectors
- Public equities, Private funds, Direct investments
- Fund size / AUM
- $273M regulatory AUM (Form ADV, filed 2026-01-27)
- Latest fund or filing
- 27 Jan 2026
- Website
- noletwealth.com
Contacts on file
For Nolet Wealth Management, LLC, the paid file holds: 1 named decision-maker with roles; firm contact email.
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Sources
- adviserinfo.sec.gov/firm/summary/329186
- reports.adviserinfo.sec.gov/reports/ADV/329186/PDF/329186.pdf
- noletwealth.com/
- noletwealth.com/services/
- noletwealth.com/about/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 10 lists
Family offices in Dallas-Fort Worth (23)Family offices in Texas (45)US family offices that invest in private funds (85)US family offices that invest in direct deals in private companies (90)Family offices that invest in private funds (109)Family offices that invest in direct deals in private companies (143)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)