Overview
Assets Under Management: $236 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
NERDWALLET WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337328), NERDWALLET WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
NERDWALLET WEALTH PARTNERS, LLC is headquartered in NEW YORK, NY.
NERDWALLET WEALTH PARTNERS, LLC serves 70 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, NERDWALLET WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NERDWALLET WEALTH PARTNERS, LLC manages $236 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, NERDWALLET WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,014
Discretionary Accounts: 1,014
Regulatory Filings
CRD Number: 337328
Filing ID: 2047842
Last Filing Date: 2026-01-30 15:36:25