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Nicholas S. Wold

ALITUS FINANCIAL SERVICES
Fircrest, WA 98466
Some features on this profile are disabled
CRD#: 7235139
NW

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 .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nick Wold

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 Stephen Wold's 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 19, 2026 - Present

ALITUS FINANCIAL SERVICES

Office #1: 1901 65th Ave W, Ste 100, Fircrest, WA 98466
RIA
CRD#: 326296
Fircrest, WA
Past

January 20, 2023 - May 7, 2026

MADRONA FINANCIAL & CPAS

RIA
CRD#: 115753
EVERETT, WA
Past

March 2, 2020 - October 4, 2022

TRIAD INVESTMENT MANAGEMENT

RIA
CRD#: 297699
TACOMA, WA

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
Washington
(5/19/2026)

Exams

Current Firm

AF
ALITUS FINANCIAL SERVICES
ALITUS FINANCIAL SERVICES | GMR CAPITAL MANAGEMENT LLC

CRD#: 326296 / SEC#:

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

Main Address
Nixa, MO
Mailing Address
Po Box 357, Nixa, MO 65714
Phone number
(417) 470-5788
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts28
AUM (Assets Under Management)$ 4,848,288

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

ALITUS FINANCIAL SERVICES

CRD#: 326296Fircrest, WA 98466

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