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| Nerdwallet Wealth Partners LLC
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|
|---|---|
| CRD # | 337328 |
| SEC # | 801-133943 |
| CIK # | 0002079593 |
| AUM | $262.8 M (2026-06-30) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Phone | 917-275-7821 |
| Address | 123 William Street New York, NY 10038 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($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] |
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|---|---|---|
|
CQ Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Gallagher Capital Advisors LLC
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|
0.3 | |
|
Redwood Financial Network Corp
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OH | 0.3 |
|
Semus Wealth Partners LLC
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|
FL | 0.3 |
|
Salus Financial Advisors LLC
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|
0.3 | |
|
Waterstone Financial Advisory LLC
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|
FL | 0.3 |
|
Stark Wealth Management LLC
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|
PA | 0.3 |
|
PFC Capital Group Inc
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|
CA | 0.3 |
|
Charleston Financial Advisors LLC
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|
SC | 0.3 |
|
Trippon Wealth Management Group LLC
✚
|
TX | 0.3 |