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
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 65, Series 63
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 65 and Series 63 licenses and has previously worked at Franklin Templeton Distributors, Inc., Franklin Distributors, Llc, Putnam Retail Management LP, and SuperScript. NIM Wealth Solutions provides discretionary investment management for individuals, families, high-net-worth families, trusts, estates, foundations, corporations, and institutional clients. The firm emphasizes personalized asset allocation using fundamental, quantitative, and technical analysis, and offers additional services including tax planning, insurance solutions, and estate-planning coordination through affiliated entities.
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 in various roles within the NIM Financial group and its affiliated entities since 2020. Prior to that, she was with Good Hope Group for four years. NIM Wealth Solutions provides discretionary investment management to individuals, families, and institutional clients, offering services that include tax planning, insurance, and estate-planning coordination through affiliated entities. The firm utilizes a personalized asset allocation approach combining fundamental, quantitative, and technical analysis, and manages accounts via a wrap fee program incorporating specialized investments and AI-enabled service providers.
Garrison H
Series 65
San Jose, CA
NIM Wealth Solutions
Garrison Hunter is a Series 65-licensed financial advisor with NIM Wealth Solutions in San Jose, CA, and has one year of industry experience. His prior work includes roles at the Defense Contract Audit Agency and accounting positions, and he is also the managing member of Fulcrum Accounting LLC, providing tax preparation services. Additionally, he works as an insurance agent with various carriers. NIM Wealth Solutions offers discretionary investment management for a range of clients, including individuals, families, and institutional clients. The firm employs a personalized asset allocation strategy incorporating fundamental, quantitative, and technical analysis, with services extended through affiliated entities specializing in tax planning, insurance, annuities, and estate planning.
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