# Nicholson WMG

> Investment management and financial planning access for high-net worth clients. (iPhone/iPad app by Nicholson Wealth Management Group, LLC.)

- Source: https://appshunter.io/ios/app/nicholson-wmg/id6473918332 (this page in markdown: same URL + `.md`)
- Developer: [Nicholson Wealth Management Group, LLC](https://appshunter.io/developer/1720151968)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2023-12-07
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/nicholson-wmg/id6473918332/reviews.md

## What is 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.

## Key features

- Secure account viewing
- Investment plan access
- Document retrieval
- Risk management tools
- Personalized financial counsel

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/nicholson-wmg/id6473918332/reviews.md

### 5/5 — Updated

*2024-07-27*

Recently updated to work with the iPad and tablet

## Frequently asked questions about Nicholson WMG

### What is Nicholson WMG used for?

Nicholson WMG provides secure mobile access for clients to view their investment accounts, financial plans, and important documents. It's designed for high-net worth individuals and institutions seeking comprehensive planning and investment counsel.

### Is Nicholson WMG free to use?

Yes, Nicholson WMG is available for free download and use. There are no in-app purchases or subscription fees associated with accessing its core features.

### What devices support Nicholson WMG?

Nicholson WMG is compatible with iPhone, iPad, and iPod devices. It is designed for iOS users.

### How secure is Nicholson WMG?

The app is built to provide secure access to sensitive financial information. It leverages technical analysis to help protect clients against undue risk, though specific security protocols are not detailed.

### When was Nicholson WMG last updated?

The latest version of Nicholson WMG, 5.14.0, was last updated on September 11, 2024. This indicates regular maintenance and potential feature improvements.

### What is the age rating for Nicholson WMG?

Nicholson WMG has an age rating of 4+, making it suitable for a wide range of users. This rating typically signifies minimal or no mature content.

### Does Nicholson WMG have ads?

No, Nicholson WMG does not contain advertisements. The app is ad-free, ensuring an uninterrupted user experience for managing financial information.

### How does Nicholson WMG handle client data?

The app allows secure access to view client accounts, investment plans, and documents. Specific details on data handling and privacy policies are not provided in the description but are implied to be robust given the target audience.

## Version history (last 3 releases)

### 5.14.0 — 2024-09-11

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.2 — 2023-12-08

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*