Bailey A. Woods

NICHOLAS WEALTH MANAGEMENT

Marietta, GA 30060

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CRD#: 6769894

Professional summary

Bailey Alexander Woods, who also goes by Bailey Woods, is a registered financial advisor currently at NICHOLAS WEALTH MANAGEMENT located in Marietta, Georgia.

Bailey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bailey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bailey Woods

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 Bailey Alexander Woods'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

September 11, 2025 - Present

NICHOLAS WEALTH MANAGEMENT

Office #1: 218 Roswell St Ne Suite 200, Marietta, GA 30060

RIA

CRD#: 282635

Marietta, GA

Past

January 4, 2021 - August 12, 2025

GOLDMAN SACHS & CO. LLC

CRD#: 361

ATLANTA, GA

Past

August 22, 2017 - August 12, 2025

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

Atlanta, GA

Past

August 17, 2017 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

ATLANTA, GA

Past

May 4, 2017 - June 29, 2017

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

ATLANTA, GA

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".

NICHOLAS WEALTH MANAGEMENT

BLUEPATH CAPITAL MANAGEMENT, LLC | NICHOLAS WEALTH, LLC | NICHOLAS WEALTH MANAGEMENT

CRD#: 282635 / SEC#: 801-122063

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

Georgia

Registered Investment Advisory firm - (10/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (9/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(9/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/1/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/4/2017

General Securities Representative Examination

Current Firm

NICHOLAS WEALTH MANAGEMENT

BLUEPATH CAPITAL MANAGEMENT, LLC | NICHOLAS WEALTH, LLC | NICHOLAS WEALTH MANAGEMENT

CRD#: 282635 / SEC#: 801-122063

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

Georgia

Registered Investment Advisory firm - (10/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (9/13/2021 Terminated)

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Contact information

Main Address

218 Roswell St Ne Suite 200, Marietta, GA 30060

Mailing Address

Phone number

(404) 890-5606

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-NICHOLAS WEALTH MANAGEMENT (4/16/2025)

NICHOLAS WEALTH MANAGEMENT WRAP FEE PROGRAM (4/16/2025)

Regulatory assets under management

Total Number of Accounts	619
AUM (Assets Under Management)	$ 413,710,307

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.

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Firm Stability Insights

Bailey A. Woods

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bailey Alexander Woods's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

NICHOLAS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/4/2017

Current Firm

NICHOLAS WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NICHOLAS WEALTH MANAGEMENT

TRUST BUT VERIFY

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