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Nicholas Stephen Wold

ALITUS FINANCIAL SERVICES
Fircrest, WA
·CRD# 7235139·6 years experience

Professional Summary

Nicholas Stephen Wold, who also goes by Nick Wold, is a registered financial advisor currently at ALITUS FINANCIAL SERVICES located in Fircrest, Washington. Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nicholas has worked at 3 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nick Wold

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

ALITUS FINANCIAL SERVICES·CRD# 326296
RIA
1901 65th Ave W, Ste 100, Fircrest, WA 98466
May 19, 2026 - Present
MADRONA FINANCIAL & CPAS·CRD# 115753
RIA
Everett, WA
January 20, 2023 - May 7, 2026
TRIAD INVESTMENT MANAGEMENT·CRD# 297699
RIA
Tacoma, WA
March 2, 2020 - October 4, 2022

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Current Firm

AF
ALITUS FINANCIAL SERVICES

ALITUS FINANCIAL SERVICES | GMR CAPITAL MANAGEMENT LLC

CRD#: 326296
Florida
Registered Investment Advisory firm - Florida (7/27/2023 Approved)
Missouri
Registered Investment Advisory firm - Missouri (3/5/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (7/26/2024 Conditional Restricted)
Washington
Registered Investment Advisory firm - Washington (7/17/2024 Approved)

Contact Information

Main Address

Nixa, MO

Mailing Address

Po Box 357, Nixa, MO 65714

Phone Number

(417) 470-5788

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

28

AUM (Assets Under Management)

$4,848,288

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Since January 2014, Nick has been a CPA and shareholder of Sutton-McCann & Company, a tax management company located at 1901 65th Ave W #100, Fircrest, WA 98466. He works for this business approximately 35 hours per week, and his work takes place both during and after trading hours. This work is non-investment-related. Nick is a licensed insurance agent and holds an insurance producer license through the Washington State Office of Insurance Commissioner in 2023. He is licensed to sell life and disability and variable life and variable annuities. These services are offered by Mr. Wold and he provides insurance services as an insurance agent. He works for this business approximately 4 hours per month. This business is investment related.

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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.
IAR
Washington
(5/19/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Stephen Wold's CRS (Customer Relationship Summary).

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