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NERDWALLET WEALTH PARTNERS, LLC
CRD 337328 · SEC 801-133943
123 WILLIAM STREET, 21ST FLOOR, NEW YORK, NY, 10038, United States
Phone
917-275-7821
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$262.8M
Discretionary AUM
$262.8M
Team
23 total employees; 11 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 647 | $153.3M |
| High net worth individuals | 47 | $109.6M |
States served
CA, CO, DC, GA, IL, MD, MA, MN, NJ, NY, NC, OH, PA, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD