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NARDENE WEALTH MANAGEMENT INC
CRD 148528
3130 BALFOUR RD, STE D 436, BRENTWOOD, CA, 94513, United States
Phone
925-588-9397
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$80.0M
Discretionary AUM
$80.0M
Team
1 total employees; 1 advisory reps; 400 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)BUDGET PLAN CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $60.0M |
| High net worth individuals | 50 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD