Nicholas Oldham
Waterway Wealth Management · The Woodlands, Texas
Nicholas Oldham is a fee-only financial advisor at Waterway Wealth Management in The Woodlands, Texas. Nicholas focuses on tax planning, estate & legacy planning and family wealth transfer. Waterway Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Waterway Wealth Management |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $675.8M across 1,073 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6891347 |
| Exams passed | Series 65 (2026) · Series 66 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.waterwaywealth.com |
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Questions about Nicholas
Is Nicholas Oldham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Waterway Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Waterway Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Oldham based?
Nicholas Oldham is based in The Woodlands, Texas.
What does Nicholas specialize in?
Nicholas's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. Nicholas works with executives and founders.
Is Nicholas Oldham registered with the SEC?
Yes. Nicholas Oldham is registered as an investment adviser representative in TX (CRD 6891347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waterway Wealth Management manage?
Waterway Wealth Management reports $675.8M across 1,073 accounts in assets under management.
How do I contact Nicholas Oldham?
Through Nicholas's website, www.waterwaywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Waterway Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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