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Nicholas K. Neuville

WEALTHBRIDGE CAPITAL MANAGEMENT
WESTERVILLE, OH 43082
Some features on this profile are disabled
CRD#: 5943863
NN

Professional summary

Nicholas Kyle Neuville, who also goes by Nicholas K Neuville, Nick Neuville, is a registered financial advisor currently at WEALTHBRIDGE CAPITAL MANAGEMENT, LLC located in Westerville, Ohio.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nicholas has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicholas K Neuville | Nick Neuville

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Kyle Neuville's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 22, 2026 - Present

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Office #1: 550 Polaris Parkway Suite 560, Westerville, OH 43082
RIA
CRD#: 298254
WESTERVILLE, OH
Past

March 1, 2023 - May 11, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Westerville, OH
Past

March 1, 2023 - May 11, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Westerville, OH
Past

January 26, 2023 - March 4, 2023

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Columbus, OH
Past

January 26, 2023 - March 4, 2023

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Columbus, OH
Past

August 1, 2022 - December 13, 2022

MORGAN STANLEY

RIA
CRD#: 149777
Dublin, OH
Past

August 1, 2022 - December 13, 2022

MORGAN STANLEY

BD
CRD#: 149777
Dublin, OH
Past

July 10, 2020 - May 24, 2022

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
Lone Tree, CO
Past

March 16, 2018 - July 17, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

November 8, 2016 - May 24, 2022

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
ALTRIOCH WEALTH ADVISORS LLC | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | GIRDER FINANCIAL | FIDUCIARY PLANNING INSTITUTE

CRD#: 298254 / SEC#: 801-113924

RIA
Registered Investment Advisory firm - (8/31/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(5/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/16/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/14/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/8/2016
General Securities Representative Examination

Current Firm

WC
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
ALTRIOCH WEALTH ADVISORS LLC | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | GIRDER FINANCIAL | FIDUCIARY PLANNING INSTITUTE

CRD#: 298254 / SEC#: 801-113924

RIA
Registered Investment Advisory firm - (8/31/2018 Approved)
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Contact information

Main Address
550 Polaris Parkway Suite 560, Westerville, OH 43082
Mailing Address
Phone number
(614) 591-4515
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (8/28/2025)

Regulatory assets under management

Total Number of Accounts1,805
AUM (Assets Under Management)$ 599,021,878

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

CRD#: 298254Westerville, OH 43082

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