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| Nerdwallet Wealth Partners LLC
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|---|---|
| CRD # | 337328 |
| SEC # | 801-133943 |
| CIK # | 0002079593 |
| AUM | 262.8 M (2026-06-30) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 917-275-7821 |
| Address | 123 William Street New York, NY 10038 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Alphabet Inc | 2.5 | ||
| Microsoft Corp | 1.6 | ||
| Nvidia Corp | 1.4 | ||
| Amazon Com Inc | 1.4 | ||
| Facebook Inc | 1.2 | ||
| SPDR Gold Trust | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 647 | 153.3 |
| (b) Individuals (high net worth individuals) | 47 | 109.6 |
| (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 | 0 | 0.0 |
| (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 | 1,118 | 262.8 |
| By Discretionary | ||
| Discretionary | 1,118 | 262.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,118 | 262.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.8 | |
| Total | 1,118 | 262.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002079593] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CQ Wealth Advisors Inc
✚
|
CA | 263.3 M |
|
Gallagher Capital Advisors LLC
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|
263.1 M | |
|
Redwood Financial Network Corp
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|
OH | 262.8 M |
|
Semus Wealth Partners LLC
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|
FL | 262.7 M |
|
Salus Financial Advisors LLC
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|
262.6 M | |
|
Waterstone Financial Advisory LLC
✚
|
FL | 262.5 M |
|
Stark Wealth Management LLC
✚
|
PA | 262.5 M |
|
PFC Capital Group Inc
✚
|
CA | 262.5 M |
|
Charleston Financial Advisors LLC
✚
|
SC | 262.4 M |
|
Trippon Wealth Management Group LLC
✚
|
TX | 262.3 M |