NIM Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NIM Wealth Solutions provides discretionary investment management for individuals, families, high‑net‑worth families, trusts, estates, foundations, corporations and other institutional clients. In addition to portfolio management (typically billed as a percentage of assets), the firm makes tax planning and preparation, insurance and annuity solutions, and estate‑planning coordination available through affiliated entities.
The firm emphasizes personalized asset allocation and a mix of fundamental, quantitative and technical analysis, with a focus on segmenting portfolios to address sequence‑of‑return risk for retirement distributions. NIM manages all advisory accounts through a wrap fee program and a third‑party platform that accesses model managers, custodial services and consolidated reporting on a discretionary basis.
Distinctive features include the firm’s role as a wrap‑fee program sponsor together with multiple affiliated businesses — an entity offering tax services, a licensed insurance and annuity agency that distributes fixed index annuities, and an estate‑coordination affiliate — and a formal relationship with Advisors Excel for insurance product placement and business support. The brochure also discloses use of specialized investments (structured products, interval funds, non‑liquid alternatives and digital‑currency‑linked products) and AI‑enabled service providers, which can increase account complexity and are emphasized in the firm’s suitability and disclosure practices.
Client services
Expertise
Fee options
not explicitly stated; annual fees based on a percentage of assets under management not to exceed 2.00%, typically negotiated on client-by-client basis
Commission-based fixed index annuities via licensed insurance agents; commissions received for insurance and annuity product recommendations
Main office
1731 Technology Dr., Ste 570
San Jose CA 95110
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Nim Investment Solutions · Nim Retirement Group · Nim Wealth Solutions · Nim Wealth Solutions Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel R
Series 63, Series 65
San Jose, CA
NIM Wealth Solutions
Daniel Rhyasen is a financial advisor at NIM Wealth Solutions with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Franklin Templeton Distributors, Inc. for 20 years before joining NIM Wealth Solutions and its affiliated entities. NIM Wealth Solutions provides discretionary investment management to individuals, families, trusts, estates, foundations, corporations, and institutional clients. The firm offers personalized asset allocation using fundamental, quantitative, and technical analysis, along with tax planning, insurance and annuity solutions, and estate-planning coordination through affiliated businesses.
Gabriela M
Series 65
San Jose, CA
NIM Wealth Solutions
Gabriela Mechem is a financial advisor at NIM Wealth Solutions with one year of industry experience. She holds a Series 65 designation and has worked with several affiliated entities within the NIM organization since 2021. Outside of her advisory role, she is involved with the Bay Area Learning Center. NIM Wealth Solutions provides discretionary investment management for individuals, families, trusts, estates, foundations, corporations, and other institutional clients. The firm offers personalized asset allocation using a combination of fundamental, quantitative, and technical analysis, and integrates tax planning, insurance, annuity solutions, and estate-planning coordination through affiliated entities.
Garrison H
Series 65
San Jose, CA
NIM Wealth Solutions
Garrison Hunter is a financial advisor with NIM Wealth Solutions in San Jose, CA, holding a Series 65 license and one year of industry experience. He previously worked at Baker Tilly and the Defense Contract Audit Agency and is the managing member of Fulcrum Accounting, LLC, where he provides tax preparation services. Hunter also works as a licensed insurance agent with various carriers. NIM Wealth Solutions offers discretionary investment management services to individuals, families, trusts, estates, foundations, corporations, and other institutional clients. The firm combines personalized asset allocation with fundamental, quantitative, and technical analysis and provides additional services through affiliated entities, including tax planning, insurance and annuity solutions, and estate-planning coordination.
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