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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| NERD Wallet Wealth Partners
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|---|---|
| CRD # | 337328 |
| SEC # | 801-133943 |
| CIK # | |
| AUM | $213.4 M (2025-06-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 917-723-1273 |
| Address | 123 William Street New York, NY 10038 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 332 | 79.5 |
| (b) Individuals (high net worth individuals) | 70 | 132.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 969 | 213.4 |
| By Discretionary | ||
| Discretionary | 969 | 213.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 969 | 213.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 211.9 | |
| Total | 969 | 213.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crescent Sterling Ltd
✚
|
LA | 0.2 |
|
Sector Analysts LLC
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|
PA | 0.2 |
|
Paladin Advisory Group LLC
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|
IA | 0.2 |
|
Clark Wealth Partners LLC
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|
IL | 0.2 |
|
Burrus Financial Services Inc
✚
|
UT | 0.2 |
|
Carroll Investors Inc
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|
SC | 0.2 |
|
Formulate Financial LLC
✚
|
0.2 | |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.2 |
|
Conway Capital Management Inc
✚
|
CA | 0.2 |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 0.2 |