Laura A. Lopez Macias

NIM WEALTH SOLUTIONS

SAN JOSE, CA 95110

CRD#: 8158741

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Professional summary

Laura Alicia Lopez Macias, who also goes by Lopez Macias Alicia Laura, Laura Alicia Lopez, Laura Alicia Rivera, is a registered financial advisor currently at NIM WEALTH SOLUTIONS located in San Jose, California.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Laura has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Lopez Macias Alicia Laura | Laura Alicia Lopez | Laura Alicia Rivera

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 Laura Alicia Lopez Macias'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 10, 2025 - Present

NIM WEALTH SOLUTIONS

Office #1: 1731 Technology Dr. Ste 570, San Jose, CA 95110

RIA

CRD#: 334754

SAN JOSE, CA

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".

NIM WEALTH SOLUTIONS

NIM INVESTMENT SOLUTIONS | NIM WEALTH SOLUTIONS INC. | NIM WEALTH SOLUTIONS | NIM RETIREMENT GROUP

CRD#: 334754 / SEC#: 801-135633

RIA

Registered Investment Advisory firm - (3/20/2026 Approved)

California

Registered Investment Advisory firm - (3/20/2026 Termination Requested)

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

California
(9/10/2025)

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 65

Date: 8/30/2025

Uniform Investment Adviser Law Examination

Current Firm

NIM WEALTH SOLUTIONS

NIM INVESTMENT SOLUTIONS | NIM WEALTH SOLUTIONS INC. | NIM WEALTH SOLUTIONS | NIM RETIREMENT GROUP

CRD#: 334754 / SEC#: 801-135633

RIA

Registered Investment Advisory firm - (3/20/2026 Approved)

California

Registered Investment Advisory firm - (3/20/2026 Termination Requested)

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Contact information

Main Address

1731 Technology Dr. Ste 570, San Jose, CA 95110

Mailing Address

Phone number

(888) 322-2009

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (2/20/2026)

2A BROCHURE (2/20/2026)

Regulatory assets under management

Total Number of Accounts	302
AUM (Assets Under Management)	$ 116,755,871

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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Laura A. Lopez Macias

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Alicia Lopez Macias's CRS (Customer Relationship Summary).

Certified licenses

Experience

NIM WEALTH SOLUTIONS

Primary Firm SEC Registration

NIM WEALTH SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2025

Current Firm

NIM WEALTH SOLUTIONS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NIM WEALTH SOLUTIONS

TRUST BUT VERIFY

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